Question

WHY HAS THE INVOICE CHANGED TO MODERN-WHY CAN'T THEY LEAVE IT ALONE

Forum|Forum|2 years ago
April 26, 2024
7 replies
0 views

Quickbooks will not use my default invoice format

QuickBooks Online

I want you to have a seamless process when completing tasks in your QuickBooks Online account, sk-herefords.

As QuickBooks aims to provide a new invoicing layout experience that helps you land jobs and get paid faster, our product design team has made enhancements to ensure users have streamlined procedures when managing customer sales transactions.

Additionally, if you're currently using QBO Simple Start and Essentials, the ability to switch back to the old/classic layout preference is unavailable in your account. For Plus and Advanced, these options will no longer be applicable starting May 6, 2024.

For now, I can guide you with detailed steps on how you can modify and manage default invoice templates in the new/modern layout. To do this:

Go to the +New icon and select Invoices.
Under the Design tab on the right menu panel, choose the options from the Recommended template or Other template.
To manage default layouts, click Manage or Make default.
Once done, enter all necessary details on your invoices. Then, click Save and Close.

Furthermore, you may want to utilize these resources to learn more about the new rollout updates:

I'll always be on this thread if there's anything else you require further assistance with when managing customer invoices in your file. I'll make sure to back you up whenever you need help. Stay safe.

F

FateCandylaneT

Hi sk-herefords,

Hope you’re doing great. I wanted to see how everything is going about the new/modern invoice experience you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

Looking forward to your reply. Have a pleasant day ahead!

C

c-joe

This new experience is confusing hot garbage. We've lost the footer text option. The modern template doesn't show up in our list of templates. Waste of time for no benefit.

P

PS84

These changes are a nightmare!

Where do the downloads go when you click print and download on invoices? When I called for support, the person had no idea!

1

1204573025

QB hired some people does not know the job to change the invoice.

Now, I can't see the product description while entering items. I can't have the price rule for different customers.

The interface its horrible.

Go back to the old format and fire the guy who designed the new invoice.

I

Ivan_G

We don't want you to feel this way, PS84. I'm here to ensure you can access your downloaded invoice on your device.

When downloading an Invoice in QuickBooks Online (QBO) to your device, its default destination is in the Downloads folder. Please be reminded it's in a PDF file format.

We can access and review the file on your PC by following the steps below.

Press the Start button on your keyboard.
Search for the Downloads folder.
Open the folder and locate the PDF file of your invoice.

Additionally, if your customer pays an invoice, you can record it as invoice payment to clear off their balance. It ensures you'll have accurate sales data in QBO.

Please comment on this thread if you need additional assistance finding your downloaded invoices or any QuickBooks-related concerns. I'm always available to provide some help.

B

bbarry

In this new invoice is there a way to separate out multiple projects for one client? On older versions it was automatic....

E

ErwinQ

I'll provide some insights about how the new invoicing works in QuickBooks Online (QBO), @bbarry.

QuickBooks Online (QBO) offers functionalities to handle projects for a client, but that doesn't directly create separate invoices for each project within a single transaction. You'll have to create individual invoices for each project associated with the client.

Here's how:

Go to the +New.
Under Customer, select Invoice.
Choose Add Customer and select a Project.
Review Invoice date, Due date and Terms.
Add product or service, select charge calculation.
Click Save and Close.

You can check out this article to give you an accurate look at the profitability of each job, including income, expenses, profit margin, and time worked: Project profitability in QBO.

I'm always here to lend a hand if you need additional assistance with projects in QBO. Just leave a reply to this thread, and I'll promptly answer your queries.

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bbarry

It appears you didn't actually read the question I asked. I have been using projects for years. I already have them set up. However, in this terrible new version of the invoice the clients bill is not separated by project. To be as clear as possible, before this update to the invoices the invoices were automatically separated by project for each client.

Thanks.

S

SHAWNC7

Can I ask why in this new invoice system every time I save something it shoots me back to the main dashboard? Why can't I stay in Search or the Customer? Or is there some setting that can fix this incredibly annoying and time consuming issue?

HELP PLEASE!

M

MelroseV

Thank you for joining this thread, SHAWNC7.

When saving an invoice in QuickBooks Online, you'll be directed to the main dashboard. We value your ideas and insights about having the option to remain on the Search or Customer page. In this case, you can send feedback to our developer team.

Here's how:

Select the Gear icon.
Click Feedback under the Profile column.
Enter your product suggestions.
Click Next to submit.

In addition, here are some articles to help you handle customer invoice payments and keep track of all the transactions you have inside the program:

If you have more questions about invoices within the program, the Community team is ready and willing to help you again. Feel free to reach out to us anytime for support. Have a great day!

E

empowered-solutions

Our ability to easily edit a template is gone. We have one choice to use the one "modern view" template and that template is not customizable. It looks terrible. Can't make fields any wider so my email address and website address break into a separate line. I'm not shipping anything I don't need the "ship to" address and the logo is all the way to the right. Looks terrible.

One template? That's it? That's our choice now? Intuit programmers could learn to embrace the phrase "if it ain't broke don't 'fix' it" !!

B

ballardfamily7

I have spent hours trying to figure out how to create other columns and make adjustments to my invoice. I finally figured it out. I have it saved. It is saving under "Design" "under- Other Templates". But when I select the template name it is not changing it to that template. Does anyone know what I need to do? I have watched multiple youtube videos. Read everything that I can read. I don't know why it is so hard to make adjustments to an invoice.

Thanks!

E

EvethC

Thank you for your efforts, ballardfamilly7. Creating invoices is essential for business operations, and having customized invoice templates can significantly improve your business dealings.

To show the changes in your invoices, you can set your customized template as default.

Here's how:

Click on the Gear icon.
Under YOUR COMPANY section, select Custom form styles.
Choose the customized template and set as default.

This will ensure that any new invoices you create will use your preferred template.

If you're looking for assistance on how to Record invoice payments in QuickBooks Online, this article may be helpful.

Additionally, consider utilizing QuickBooks Live Bookkeeping to simplify your invoice customization, and access expert support. This service can help you concentrate more on expanding your business.

Furthermore, if you're interested in Running reports in QuickBooks Online in the future, this additional article will serve as a useful reference.

Should you require more help with customizing your invoices, don't hesitate to post in the Community. We're here to support you in any way possible.

3

3DM

Quickbooks makes changes without any warning and without any consideration for customers. I do not like the new invoice layout, but was able to figure out how to print the "standard" version, but it prints a stupid bubble that says "pay invoice" which I am sure makes no sense to my customer.

They also removed the choice to delete an expense but keep it tied to the invoice, so now there will not be accurate reporting for for jobs/customers profit reports. I was told by QB representative that its been programmed that way and they will not be changing it. So now I will have all these expenses that are not tied to an invoice or customer at all.

We have been a customer for a long time and have used this feature for years. Can not believe they just decide to eliminate something, without considering how it affects their customers businesses. I wish they would give you the option to accept the updates or stay on the existing version.

D

DE2414

Is there anyway to change the setting that now makes adding labor hours individual lines for each employee and each day back to the way it was before as a total hours? I can not turn in an invoice to a customer with 100 different lines for labor. If not has anyone found another program for invoicing and tracking time?

J

Jayson_E

I appreciate you for joining this thread, DE214.

I can see how having multiple line items for labor hours might make invoicing feel cluttered. It’s great that you’re looking for ways to streamline this process.

Currently, there's no option to enter total labor hours for each employee per day instead of as individual line items.

However, you can share this feedback directly with our product engineers. This is a great way to enhance your QuickBooks Online (QBO) experience and ensure that your suggestions are considered for future updates.

Here's how to submit your feedback:

In your QBO account, go to Settings.
Select Feedback.
Enter your suggestions and click Next to submit them.

Your insights are essential in shaping the features we develop, and we appreciate your input.

Additionally, you may find this article helpful: Customize invoices, estimates, and sales receipts in QBO.

Consider exploring our App Store for third-party apps that provide the invoicing and time-tracking features you are looking for.

If you have further questions about managing invoices or any other topic in QBO, you can always leave a Reply below. We’re here to help you succeed!

P

PBJ10

@Jayson_E Can I please ask if Quickbooks is aware that a vital feature was removed, why you would suggest that @DE2414 have to take time out of their day to send feedback to Quickbooks to let them know that a vital feature was removed?

Shouldn't it actually be the other way around with the development team taking the time to make customers aware ahead of time what features will be removed? Where can customers read the statement Quickbooks made about this function being removed so that they could find a workaround or make Quickbooks aware ahead of time that this would not work for them?

Shouldn't customer feedback be collected before changes are made? It's very backwards to tell @DE2414 that Quickbooks decided to remove a basic feature without notice and that @DE2414 should give feedback on that after Quickbooks has made the software nonfunctional.

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