Is there an issue with the print preview function in regards to the imported custom templates?

Hi Kirsty

The delivery note does take its formatting from the standard master currently there is no way to change this you can only using the existing default forms that QuickBooks has to change the delivery note appearance and currently can not make your ow.It is worth adding feedback here

Thanks

Emma

That is why we have imported a invoice style titled as a delivery note without the totals to use as a work around - until recently this worked well, but all of a sudden our custom invoice template no longer shows in the preview screen. 

Please See the Screenshots 

Hello Kirsty,

We have had some reports where this is only happening on old invoices, could you please try creating a new invoice and let us know if it does the same? This will make sure we are looking for the correct issue.

Thanks,

Talia

Good Morning, 

I raised an Invoice this morning and the same has happened the only time it does not happen is if the invoice is not linked to an estimate ( again this was not the case until recently)

In order to track our outstanding items we do need to use the estimate function.

Hello Kirsty,

Do you have access to Facebook or Twitter? We have found an investigation into this, however to add you to it we will need your email address to find your account. If you can, please send us this in a PM to QuickBooksUK. If you do not have access to either, please contact our support team through 0808 234 5337.

Thanks,

Talia

Hello - has this issue been resolved at all? 

I was given a workaround of emailing the custom template to myself but this is now not working 

Hi Kirsty,

Please contact us by one of the methods advised above by my colleague this way we can investigate further and check the fixes from the investigation.

Thanks,

Hello Community Users, We just wanted to add to this thread the outcome of this query. The reason why this was happening was because progress invoicing was being used and that was only compatible with the airy style template. Custom invoices cannot be used with that.  We no longer have the custom invoice import option, which was at the time a Quickbooks Labs feature that was in beta.

It was a case of marking the estimate as closed and then manually creating the invoice prefilled with the information from the estimate.

We're just adding this to the end of thread so any future viewers of this query are aware of the outcome.