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CFS Fabricoat
Level 1

Invoice Templates

Just migrated from desktop to online....

I am raising invoices from estimates and that bit is easy, however...................

 

I have modified the invoice template to suit my needs, saved it and given it a new name. I have also made it the default in my account setting.
When I come to print (or print preview) a different template, similar but not the same, gets used ? Am I missing something obvious ? 

14 REPLIES 14
Ashleigh1
QuickBooks Team

Invoice Templates

Hello CFS Fabricoat, 

 

Welcome to the Community page, 

 

When you're in your invoice, if you click on, customize> and make sure the invoice template is the right one ticked as that will be the one that will show in your print or preview section. 

 

Let us know how you get on. 

CFS Fabricoat
Level 1

Invoice Templates

No, I've definitely ticked the correct template.

 

Its seems a bit hit or miss, some print ok and some don't. I can't see any pattern to it

BettyJaneB
QuickBooks Team

Invoice Templates

Thanks for getting back to us, @CFS Fabricoat.

 

I'd like to make sure we're on the same page. All the data that will be printed on your transactions will be based on the default template that was set up in the system. 

 

To narrow down this issue, may I ask what information was printed correctly? Any further details or screenshot is much appreciated.

 

I'll be keeping an eye out for your response on this. I'll make sure you're all set. Take care!

 

CFS Fabricoat
Level 1

Invoice Templates

This shows the data entered (from an estimate) 1.jpg

 

CFS Fabricoat
Level 1

Invoice Templates

And now it wont let me load any more screenshots !!!!

CFS Fabricoat
Level 1

Invoice Templates

When I look at the template, everything is in the correct place

When I print the invoice my company address has moved and also the description, quantity and rate boxes have swapped around 

Ashleigh1
QuickBooks Team

Invoice Templates

Are you able to send a screenshot as an attachment of the print or preview page and a screenshot of the custom form style you use as well. so we can see what they look like for you. Thanks 

CFS Fabricoat
Level 1

Invoice Templates

As I said above its not allowing me to post screen shots for some reason

CFS Fabricoat
Level 1

Invoice Templates

2.jpg

3.jpg

The top pic shows the template (still with the same name as pic 1)

 

The second pic shows the print preview which is different ???

 

As I said originally its not all invoice. It seems random and I cant find a pattern 

Ashleigh1
QuickBooks Team

Invoice Templates

Is it just happening with the invoices that have been converted from an estimate?  

CFS Fabricoat
Level 1

Invoice Templates

Yes but not every estimate

Ashleigh1
QuickBooks Team

Invoice Templates

Do you have some invoices that don't show any vat on them? 

CFS Fabricoat
Level 1

Invoice Templates

No, all have VAT

 

I may have found a pattern. It seems to be those invoices generated from an estimate but only those that the estimate was generated from within QBO. Those generated from estimates migrated from QBD seem to be ok 

Ashleigh1
QuickBooks Team

Invoice Templates

Having looked into this issue you are having, I would advise you ring in and speak to one of our agents and then you will be able to set up a screen share and they can have a look into your whole system and to see what is going on, this may also need to be raised up to our engineers if the agent cant find out why it is doing this for you.

 

The number to call one of our agent support staff is 0808 234 5337

 

Thanks