cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements


We've set up a drop-in clinic for all your payroll and COVID-19 payroll related questions. Visit quickbooks.co.uk/yearendclinic to connect with an expert.
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
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.

9 REPLIES 9
Highlighted
QuickBooks Team

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.


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.

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 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 .

Highlighted
QuickBooks Team

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.


Hi Me1977

 

Which custom form style design are you choosing?

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.

Screenshot 2019-07-18 16.18.44.png

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.

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

Highlighted
QuickBooks Team

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.


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.

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.

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

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.

Highlighted
QuickBooks Team

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.


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