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winni1
October 16, 2023
Question

New invoice design doesn't let me remove Product/Service on the printed invoice. I only want to show the description. It works with the old design. What am I missing?

  • October 16, 2023
  • 4 replies
  • 0 views
The new invoice design seems to be more limited with design customization . I just want to get it close to the design of my old invoices. I use QB Simple Start.

    4 replies

    C
    CamelleT
    October 16, 2023

    Welcome to the community, Winni. I understand that you want to remove the Product/Service column on your printed invoice while using the new layout. I'm here to guide you. 

    To remove the Product/Service column:

       1. Select the Gear icon, then choose Custom form styles.

       2. Click the New style dropdown▼, then click Invoice.
       3. Select Content, then click the pencil icon on the middle part of the invoice to edit.

       4. On the Columns section, uncheck the Product/Service box then click Done.

       5. Try to create an invoice, then on the right corner select the Design dropdown▼.

       6. Under other templates, choose the invoice name you created then click the dropdown▼

    beside Review and send.

       7. Click Print and download. 

     

    For future reference, here is an article that will guide you in creating single and multiple sales receipts to help you whenever your customer immediately pays for products or services: Create sales receipts in QuickBooks Online (intuit.com).

    Please feel free to reach out to us if you have other concerns in customizing your invoices, Winni. We are always here to help. 

    W
    winni1Author
    October 17, 2023

    Great, thank you Camelle! That's how I've customized my invoices with the OLD invoice design. But I don't see these options with the NEW invoice design that is being pushed by Intuit. The customization options seem to be much more limited. See the screenshot attached. It shows the PDF view of the invoice and there's no option to remove the Product/Service. I also would love to remove the numbers for every line item.

      E
      Erika_K
      October 17, 2023

      Thank you for the screenshot you provided, win.

       

      The new invoice layout offers various features. However, removing certain sections isn't available. We need to create a template first. This way, we can use that template to create your invoices. 

       

      To create templates, follow the outlined steps: 

      1. Go to Custom form Styles. 
      2. From the New style dropdown list, choose Invoice. 
      3. On the Content section, select the center part to edit it. 
      4. Uncheck the fields that you want to remove from your invoices. 
      5. Then, click Done. 

       

      After creating a template, we can use that as our invoice design. Perform the steps:  

       

      1. On the new invoice layout window, fill out the necessary information.  
      2.  Then, go to the Payor view tab. 
      3. Select Design and choose the template you created. 
      4. Click Print and Download. 

       

       

      You can also visit See what’s New with estimates and invoices in QuickBooks Online to know about the new updates. 

       

      To manage sales transaction, you can read how to email or print multiple sales forms in QuickBooks Online. 

       

      If you received an invoice payment from your customer, you can record invoice payments to help you keep track of your customer remittances. 

       

      Let me know if you have more questions about your sales transactions. I'll be happy to lend a hand. Have a good one!

      J
      JuliaMikkaelaQ
      January 11, 2024

      Hi there, @Ballenlong. Let me share some information about customizing invoice styles and adding a deposit to the new QuickBooks invoice. 

       

      In QuickBooks Online, you can create a new style for your invoices or edit the standard style to remove the Product/Service line. Since you don't want to create a new one, I recommend performing the latter option. You can follow the steps below to manage the standard style:

       

      1. Open or create an invoice, then enter the necessary information.
      2. Click the Manage Gear icon, then select Design.
      3. On the Other templates, click Manage.
      4. Click Edit on the ACTION column.
      5. Select Content, then click the Pencil icon on the middle section.
      6. Untick the box for Product/Service.
      7. Click Done.

       

      Once done, you can go to the invoice and select the Standard style you edited. You can also preview the invoices before printing them.

       

      Moreover, what custom invoice are you referring to when requesting a deposit? You can add more details about this matter and share a screenshot of your screen for visualization. 

       

      In the meantime, let's perform some troubleshooting steps to see if the problem is within your browser. A cached-induced browser can affect the program's performance and might be the cause why you can't add a deposit as a payment option in the invoice. You can start by accessing your account in an incognito or private browser. Please refer to the shortcut keys below:

       

      • Google Chrome: Ctrl + Shift + N
      • Mozilla Firefox: Ctrl + Shift + P
      • Microsoft Edge: Ctrl + Shift + P
      • Safari: Command + Shift + N

       

      Check if you can see the deposit in the Payment option. If it works, you can clear your browser's cache to remove and fix the cause of the issue and start with a clean slate. 

       

      In addition, once your customer paid the invoice you sent, you can record the payment in QuickBooks Online to match it with the transaction in your account. 

       

      You can always reach back if you have other questions about managing your invoices and any inquiries about the program. I'll be here to guide and assist you so you can manage your business smoothly with QuickBooks. Have a wonderful day!

      K
      KMCInc
      January 19, 2024

      I've created a new Style and set it as the default and it is still using an old templated. I updated the logo and removed the Product/Service column but it will not show me my new edits. Please help.

      H
      herbie1057
      February 16, 2024

      I have the same issue and after 3 hours with Support on the phone they really don't get the issue and the severity of the issue. 

       

      New "Modern" design let's you preview Email View, PDF View and Payor View.... If you use the older template that does let you remove "Product/Service" column then you lose the functionality of PDF View and Payor View and uses the old formatting.  

       

      This MUST be fixed sooner than later as its affecting my invoicing. Clients don't need to know my internal codes or products. 

        B
        Ballenlong
        February 16, 2024

        Exactly my problem!  Which I tried to explain earlier!  The responses here are ridiculous.  Not answering the question or offer any solution so far.  Please fix issue!!

          A
          AileneA
          February 16, 2024

          Hello, herbie1057 and Ballenlong. 

           

          I understand removing particular designs would work for other users. However, as a workaround, I suggest following my colleague's steps above about creating a template. By creating a template allows you to choose the elements you want to include in your invoice and arrange them to suit your needs. You can also modify the design to match your branding or personal preferences, such as changing colours, fonts, and layout. This method gives you more control over the final output and allows you to tailor it to your requirements.  

           

          On the other hand, I suggest sending feedback to our engineering team. Our team is continuously working towards improving our services and adding more features for our users. Your valuable feedback is highly appreciated.
           

          To submit feedback for QuickBooks Online, here's how: 

           

          1. Go to the Gear icon and select Feedback.
          2. Provide your product suggestion.
          3. Click on Next to submit feedback.

           

          I recommend utilizing our website's tracking system to ensure your suggestions are correctly tracked. By doing so, you can easily monitor the status of your suggestions and receive updates on any progress or changes made. Additionally, I'm adding these articles for additional reference about emailing and printing invoices as well as customizing form styles in QuickBooks:

           

           

          Don't hesitate to reply anytime if you still have questions about the new invoice design in QBO. I'm more than happy to assist you. Take care, and have a great day ahead!

          H
          herbie1057
          February 16, 2024

          I have the same issue and after 3 hours with support they really don't get it. 

           

          New "Modern" design let's you preview Email View, PDF View and Payor View.... If you use the older template that does let you remove "Product/Service" column then you lose the functionality of PDF View and Payor View. 

           

          This MUST be fixed sooner than later as its affecting my invoicing. 

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