cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 3

I add an estimate in the invoice when I choice previewed by using my form style invoice when preview It isn't the same my form style.

I add an estimate in the invoice when I choice previewed by using my form style invoice when preview It isn't the same my form style.

Screenshot 2019-07-18 13.48.12.png Screenshot 2019-07-18 13.49.01.png Screenshot 2019-07-18 13.49.20.png Screenshot 2019-07-18 13.52.23.png Screenshot 2019-07-18 13.52.34.png Screenshot 2019-07-18 13.53.09.png Screenshot 2019-07-18 13.51.17.png

 

Solved
Best answer 07-18-2019

Accepted Solutions
Level 3

Re: I add an estimate in the invoice when I choice previewed by using my form style invoice when ...

9 REPLIES 9
QuickBooks Team

Re: I add an estimate in the invoice when I choice previewed by using my form style invoice when ...


Hi Mee1977

 

We would be grateful if when you create the invoice/estimate you select the customise option at the bottom of the page in the black area and select the template that you have created, then select print or preview.

Level 3

Re: I add an estimate in the invoice when I choice previewed by using my form style invoice when ...

I select the customise option in the black area and select my template but when previewing it isn't the same template has createdScreenshot 2019-07-18 13.51.17.png Screenshot 2019-07-18 13.53.09.png .

QuickBooks Team

Re: I add an estimate in the invoice when I choice previewed by using my form style invoice when ...


Hi Me1977

 

Which custom form style design are you choosing?

Level 3

Re: I add an estimate in the invoice when I choice previewed by using my form style invoice when ...

Screenshot 2019-07-18 16.18.44.png

Level 3

Re: I add an estimate in the invoice when I choice previewed by using my form style invoice when ...

But when the preview for printing as below.Screenshot 2019-07-18 13.53.09.png

QuickBooks Team

Re: I add an estimate in the invoice when I choice previewed by using my form style invoice when ...


Hi Mee1977

 

When you created the invoice/estimate template which design have you selected within the custom form styles section, we are unable to tell this from the screenshot.

 

Select cog/gear icon > custom form styles > edit (the invoice you created) >design > change up the template.

Level 3

Re: I add an estimate in the invoice when I choice previewed by using my form style invoice when ...

Screenshot 2019-07-18 17.57.14.png Screenshot 2019-07-18 17.58.49.png Screenshot 2019-07-18 17.59.22.png Screenshot 2019-07-18 18.00.20.png Screenshot 2019-07-18 18.00.54.png Screenshot 2019-07-18 18.22.52.png

Level 3

Re: I add an estimate in the invoice when I choice previewed by using my form style invoice when ...

QuickBooks Team

Re: I add an estimate in the invoice when I choice previewed by using my form style invoice when ...


Hello Mee1977,

 

When creating invoices from estimates (using the progress invoicing feature), the system is designed to default back to the Airy template - and so will not use your import form style. The workaround for this is to: open the Estimate and instead of converting it to an Invoice, mark the Estimate as Closed. You can then create the Invoice manually based on the info prefilled from the Estimate.

 

Thanks,

 

Talia