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shelleypaynephd
March 24, 2024
Question

Is anybody else unhappy with software for creating invoices?

  • March 24, 2024
  • 1 reply
  • 0 views
In order to show a previous balance, that is as yet unpaid, on a current invoice I must remember to select "Standard" instead of the default "Modern" under Design. Otherwise the invoice just shows what is owed from only the previous month. That does not work for me. I need to let my clients know their  total amount owed.

1 reply

J
JoanaC
March 25, 2024

Thank you for bringing this to our attention, Shelley. Let me go ahead and assist you with your invoice template. 

 

When creating an invoice, the standard template is set as the default. However, we can change the default template to the modern template. It means in the future when you create an invoice, it will automatically use the modern template.

 

First, we need to make the modern as the default template.

 

Here's how: 

  1. Go to the Gear icon.
  2. Select the Custom form styles.
  3. Select dropdown, and choose Make default.
  4.  

After making it as default, we need to edit it to make sure that the whole amount owed is showing. H

 

Here's how to edit: 

  1. Go to the Gear icon.
  2. Select the Custom form styles.
  3. Select Edit, and then choose Content.
  4. Ticked the box for Show on invoice. 
  5. Select Done. 

 

I've attached an article that can assist you with your invoices: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Moreover, Let me share these articles that can help you manage your customization: 

 

You can always post a new question or leave a response on the topic if you still have questions about your invoice template. Enjoy your day and take care!

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