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U
userrichard-dealy
December 9, 2023
Question

My invoice template has changed. I need the old template back.

  • December 9, 2023
  • 12 replies
  • 41 views
No text available

    12 replies

    S
    Shania_CQuickBooks Team
    QuickBooks Team
    December 9, 2023

    Hi there, @userrichard.

     

    I understand this is new to your end and how crucial it is for you to use the old invoice template. To switch back to the old invoice layout in QuickBooks Online (QBO), please perform the steps below:

     

    1. Go to the New button.
    2. Select Invoice.
    3. In the upper-right corner, click the Old Layout button.
    4. Then, Leave. 

     

    Please note that switching to the old invoice layout in QBO is only available to selected users. If you do not have the option to switch to the old invoice layout, we recommend providing feedback. It would be helpful if you could send your suggestions directly to our Product Development Team. They might consider and include your ideas in future updates to improve the customer experience.

     

    Here's how you can do it from the invoice page:

     

    1. In the QBO mobile app, click on Menu.
    2. Choose and open an invoice, then tap the three-dot icon.
    3. Select Feedback, then enter your product improvement ideas or concerns.
    4. Tap Send Feedback to submit.

     

    Moreover, you can personalize your invoices to improve your business communication with the guide of this article: 

    Customize invoices, estimates, and sales receipts in QuickBooks Online.

     

    Feel free to leave a comment below if you have any concerns regarding the invoice in QuickBooks Online. Keep Safe!

    U
    userrichard-dealyAuthor
    December 11, 2023

    Hello,

    I'm using qb online from a laptop, not the mobile app. 

     

    I don' see the message 'to use the old invoice template.....' I used this 2 months when I I had the same issue.

     

    Please advise. I need the old template.

    Thank you!

    Rich

    G
    GenmarieMQuickBooks Team
    QuickBooks Team
    December 11, 2023

    Welcome to the Community space, @User11_2.

     

    Let me share some insights about switching from the new invoice layout to the old one in QuickBooks Online.

     

    If you are currently using QuickBooks Online Simple Start, you will be switched automatically to the new invoice system without an option to opt-out. This means that you won't be able to revert to the old invoice system once the migration has occurred.

     

    In case, you want to switch to the old invoice layout using Simple Start, I recommend sending feedback to our Developer Team. This way, they can see your request and consider it for the next program update.

     

    Here's how:

     

    1. Access your QuickBooks Online company.
    2. Click the Gear icon on the top right corner of the screen.
    3. Under the Profile column, select Feedback.
    4. Enter a brief description of your feature request.
    5. Once you're ready, press Send.

     

    Moreover, I'm adding this helpful article as your reference in managing your invoice payments and other sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

     

    Come back to this post if you have other concerns and follow-up questions about invoice layout in QBO. I'll be here to lend a helping hand.

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