Invoice formatting

Efficiently managing invoice-related activities is crucial for any business, MP691. I have some steps on how you can get back on track in handling your invoices.

You'll want to use a different custom form style to verify that your invoices are sent with the correct order of products and services, as the one you're currently using may be corrupted. Here's how you can do it: 

1. Click on the Gear icon and select Custom form style under YOUR COMPANY. 
2. Choose another invoice template or create one by clicking the New Style button at the top.
3. Once done, create an invoice with the desired order and send it to yourself for review.

If the issue persists, you can perform some basic troubleshooting steps in your web browser to resolve the issue. Sometimes, unusual behavior in the program can be due to browser-related issues. Let's begin by signing in through a private window using these keyboard shortcuts:

• Google Chrome: Ctrl + Shift + N
• Safari 11 or newer: ⌘ + Shift + N
• Mozilla Firefox & Microsoft Edge: Ctrl + Shift + P

If it works fine, you can return to your default browser and clear its cache to start afresh. If not, utilize another supported and up-to-date browser. The one you're using now may have a temporary issue with QuickBooks Online.

 You can also create templates for recurring transactions in QuickBooks Online.

I can provide any necessary information if you need assistance with other sales-related activities. Kindly utilize the comment section for your inquiries. I'll be sure to get back to you promptly. Keep safe.

Hi, 

Thanks for your advice. I tried what you suggested but it is still not working both on my laptop with Google Chrome and my iPhone with Safari. Is there anything else you can suggest?

Thanks for getting back to us here, MP691. I appreciate you trying those steps. 

It's unusual that the product/service list would be re-ordered after emailing to your client. Was the invoice originally created on the app or web version and does it show as expected when selecting Print/Preview? 

If you could attach screenshots below (one as it appears in QuickBooks, and one as it appears on the email attachment) that would be helpful (make sure to cover any sensitive information before posting). Thanks again!

Above is what I see on my app, numbered 1-5 in order

Thanks for getting back to me with that detailed information and screenshots, MP691

This would be working as designed currently as the custom form style is applying service date order to the invoice PDF.

If you would like to submit a feedback request for custom ordering options, please consider posting on our recently launched QuickBooks Idea Exchange Board. We'll be reviewing all ideas submitted here, and if it gets to over 50 votes, we will review it with our product team. 

You can also get back to us below if you have any further questions on customising sales templates in QuickBooks Online. Thanks again. :) 

So is there a way to get the order you want? 

Hi MP691, if a service date is included any line items will be ordered by this automatically. Otherwise, if no service date is included, the items will show on the PDF as they are entered on the invoice form in QuickBooks.

Please see the feedback option above if you'd like to submit feedback to our Product team for further customisation/ordering options.