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kingscliffproper
Level 1
posted
‎June 12, 2020 06:06 PM
last updated ‎June 12, 2020 1:06 AM

My saved invoice format has been changed today and I dont know why?

 
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1 Comment 1
RaymondJayO
Moderator
Moderator
‎June 12, 2020 08:02 PM

My saved invoice format has been changed today and I dont know why?

I've got the steps to fix the incorrect format of your invoice template, @kingscliffproper. 

 

A user in your QuickBooks Online (QBO) account may have edited the invoice template. That could be the reason its format has been changed today. 

 

First, let's go to the Audit Log to verify if someone modified the format of your invoice template. Please make sure to sign in to your QBO company as an admin. Then, proceed with the steps below. 

  1. Go to the Settings (Gear) icon at the upper right.
  2. Select Audit Log under Tools. 
  3. Click the Filter drop-down. 
  4. Select All Users from the User drop-down. 
  5. Set Today as the Date. 
  6. Choose Settings and Sales customisations under Events.
  7. Hit Apply.

 

The screenshot below shows you the last five steps. For the detailed instructions, check out this article: Audit Log Overview. 

FilterMenuInTheAuditLog.PNG

 

If you've verified that the template was changed by someone, let's manually rearrange its format. Just go to the Custom Form Styles page to complete this task. Then, set it as your default template by selecting Make default from the Action column.

 

However, if you've confirmed that the template wasn't modified, the browser's cache may be full. I'd suggest accessing your QBO account through a private browser. It doesn't store data in the cache. With this, it's a great way to isolate browser-related issues. Here's how to open the keyboard shortcuts: 

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

 

Once logged in, open your invoice template again. If you're able to view its correct format, go back to your main browser. Then, clear its cache. It helps you remove junk files to prevent unusual behavior on the browser. Thus, it'll function efficiently. If private browsing doesn't work, please use a different browser. 

 

When your customer pays the invoice, you can enter the payment in the software. Just go the + New button from the left menu. Then, select Receive payment under Customers. To learn more about this process, visit this article: Record Invoice Payments. 

 

I'll be right here to help if you need further assistance. Keep safe always, @kingscliffproper. 

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