Estimate/Invoice text moved

You may be using a different template for your invoice or estimate, Klous. To align all the text to the right when printing, you can switch to a different template, excluding the Airy New template.

Here's how to switch your template:

1. Go to the Gear icon and select Custom form styles.
2. Locate the template you usually use and click Edit.
3. In the Design section, click Change template.
4. Select any template except Airy New to match your preferences.
5. Once done, click Done.

For detailed steps in customising your sales forms, refer to this article.

Additionally, you can run a Customer Balance Details  report to view comprehensive information on your customers' unpaid invoices in QBO.

Following these steps should help you achieve your preferred layout, Klous. If you have any further questions about managing your invoices or estimates, please don't hesitate to reach out. I'm here to assist you.

The point is the actual invoice does not match the Template layout and the text is misaligned as per the screenshots.

...and it used to match correctly, so something has changed.

I appreciate you coming back to this thread, Klous. The issue with the alignment is due to the need to select the Preview PDF button to see the actual format of the template design.

Here's a sample screenshot for reference:



 

As suggested by my colleague, we recommend exploring other template options besides the Airy New to achieve a more cohesive layout, as the SubTotal section in the Airy New template appears in the left corner of the form.

To switch templates, please follow the steps provided earlier, and don't forget to click Done once you've selected your preferred format.

If the issue persists, I recommend contacting our QuickBooks Phone support. Our team has the resources to look into any underlying problems causing the alignment to appear differently in your invoice template.

Additionally, when you are ready to accept payments from your customers, you may find the following articles helpful for managing payment transactions:

• Receive invoice payments in QuickBooks
• Record and make bank deposits in QuickBooks Online

We value the professionalism of your printed documents. Please revisit this thread with any additional concerns, as we are here to help ensure everything looks perfect.

Thanks for the reply.  Sorry, but I don't agree, I don't think it "due to the need" to click anything, it is due to the PDF not being correct.

The PDF used to match the Preview accordingly (perhaps up until one week ago).  I have some old PDFs here that show with it aligned right, so something has changed.

Perhaps you can do the right thing and investigate the incorrect PDF and put it back to how it was.

The other templates are unfortunately less attractive!

I appreciate you sharing what has previously worked well for you, Klous. To ensure this matter is addressed, I will direct you to our Live Support team for a comprehensive review of the template.

Since you want the proper alignment of the PDF, I recommend reaching out to our Live Support team for a detailed resolution. They are equipped to securely access your account, examine the recent changes, and work collaboratively to restore the templates to your preferred design. Here’s how you can connect with them:

1. Sign in to your QuickBooks Online, then click the Help icon.
2. Choose either tab to get started: Assistant or Search.
3. Type your concern and Select Contact Us.
4. Click Chat with us or Callback option.

I'd also suggest checking the support hours to know the best time to contact them at your convenience.

Additionally, you can use the Customer Balance Details report in QuickBooks to see detailed information on your customers' unpaid invoices.

Feel free to come back to this thread if you have any concerns about managing your invoices or estimates. We're here to assist you promptly and effectively.

OK, currently with Tier 2 support team who are investigating.