I have a message on an invoice template. When I create an invoice from a recurring transaction or create an invoice from import the message does not show on the newly created invoice. How do I get the message to show on these invoices?
When you print or preview an invoice created from a recurring transaction, information showing will be based on the invoice template you've applied on the invoice. If you've confirmed that you've selected the correct invoice template, we can do some browser troubleshooting first and re-adding the invoice message on your Custom form style settings.
Let's access your QuickBooks Online account using private browser to see if we get the same result. A private browser does not store any activities, which is why it's a good idea to use it for any unexpected behavior in the program.
Here are keyboard shortcuts you can use depending on the browser you're using:
If you're able to access your account without an error, then go back to your default browser and clear your browser’s cache. It is a good idea to clear cache, to remove the temporary internet files and to help the application function properly. Please consider using different browser too.
Once done, try to delete and re-add the message added on the invoice by following these steps.
You may also try to create a dummy invoice from the recurring transaction template to see if it works well on your end.
Feel free to message us back if you need any help. Have a nice day!
I tried to remove and re-add the message on the custom form template and then create an invoice from a recurring transaction in private browsing mode and the message is still not populating. When I create an invoice from scratch it populates, but not when using a recurring transaction or importing invoices. Looking to find a way I don't have to create 400 invoices from scratch. Thanks.
I'm here to help share information about your recurring invoices, @wha1916.
Recurring Invoice in QuickBooks Online is used to schedule your sales for future dates. Its transaction details are based on the template used before you've scheduled the recurring invoices.
But if you can confirm the template used is correct, let's customise and make sure the sales form used as the default document on invoices is the one you've created. I'll show you how.
In addition, here's an article you can read to learn more about how you can customise an invoice template: Customise Invoices, Quotes, and Sales receipts in QuickBooks Online.
Lastly, I've also included this helpful article for ideas about the other methods you can start using in accepting payments from your customers: Record Invoice Payments in QuickBooks Online.
Keep me updated in the comments if you have any other questions other than QuickBooks invoicing. I'll be here to lend a helping hand. Take care and stay safe!
I am able to customize the invoice form, however, when I create an invoice from a recurring transaction and use the customized invoice form, the message that is on the invoice form still does not show up.
I can help you manage your recurring invoice template, wha1916.
QuickBooks uses the invoice message you entered on the template. You'll want to refresh the system by clearing its cache so it'll work as expected. Stored cache files within the regular browser can cause issues on frequently accessed sites.
To start troubleshooting, you can try logging in to your account using a private browser, and then you'll want to recreate the recurring invoice template from there. You can use these keyboard shortcuts to use one:
If this works, it means that you need to clear your browser's cache so the system can start fresh. If you get the same result while using a private browser, I recommend switching to a different browser.
I’m also adding this article that tackles more about recurring transactions: Creating or editing recurring templates.
Keep me posted on how this works so I can walk you through it from there. Take care and stay safe!
Hi there, @wha1916.
I appreciate you following the steps outlined above by my colleagues. Allow me to assist you in turning around this experience.
Since the issue still persists, I suggest reaching out to our support team. They can check your account and investigate it further.
1. Click the Help menu in the upper-right corner and select Contact us.
2. Enter the details of your concern, then, click Let's talk.
3. Choose how you want to reach them (Start a chat or Get a callback).
If you wish to speak with an agent, contact them within this time frame: Monday to Friday from 8:30 AM – 6:30 PM (AEDT), excluding public holidays. Based on the time you specified in the Get a Callback window, one of our phone experts will contact you.
On the other hand, our chat team is available from 8:00 AM-10:00 PM (AEDT) Mon-Fri and 8:00 AM-8:00 PM (AEDT) Sat-Sun.
I'm adding these articles to guide you on how to create, edit, and record recurring transactions. These contain steps you can follow to save time and minimize effort on your next transaction.
If you have further questions about invoicing, please don't hesitate to click the Reply button below. The Community is always here to assist you. Have a great day!
I've got some information about the Preview and PDF feature in QuickBooks, @dmc32021.
The "Message to customer" content appears after clicking Preview since this section includes email messages sent to the customer. On the other hand, the PDF contains info found on your forms when recording them.
I recognize how good it is to have your notes appear in both sections. You can send this idea through your QuickBooks Online company so our Product development team can take action to help improve your experience. I’ll show you how:
You can visit this website to track your feature request: Customer Feedback for QuickBooks Online.
Here’s an illuminating guide that contains ways to personalize your sales forms in the program: Customise invoices, quotes, and sales receipts in QuickBooks Online. It includes steps to add a new column in your template and a photo on each item.
Don’t hesitate to add a comment if you have more questions or concerns besides your notes. The Community is always here to help. Take care!