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It's great to know that it sorted the issue well, @cjcarlettiwest.
On behalf of my colleagues, you're always welcome! If you have additional questions, you can reply to this thread or create a new post to the Community anytime. We'll be right here to back you up. Have a splendid day!
I'm here to help you, @cjcarlettiwest.
To reflect the modified template, make sure you select or apply the correct template to the invoice by clicking the Customise button.
If the same thing happens, probably, this is a browser-related issue. You can follow the steps below:
Step 1: Use an incognito window:
Step 2: Delete cache and temporary internet files:
If it works, you can clear cache and temporary internet files to optimize the browser's performance. It will also help delete the information stored in the cache. Another way is to use compatible browsers with QuickBooks Online.
You may want to read through these articles to learn about creating and customizing templates:
Keep me posted on how this goes by leaving a message in this thread. I'd be glad to help you out, cjcarlettiwest. Have a good one.
Hi,
That didn't seem to work unfortunately. I’ve only got a single template that can be sued which is the standard one. I’ve checked & the invoices are using that template to which the text has been added.
I’ve tried the browser incognito suggestion & even used a completely fresh browser but that didn’t help.
Hello, cjcarlettiwest.
Thanks for getting back to us. I appreciate your time to do all the suggested steps given by my colleague.
Since you already did all of the basic steps, I'll point us to the right direction to have this investigated.
We'll want to contact one of our support agents so they can check what's preventing the text from showing on your template and fix it. We'd like to do it here, but this requires us to access the system and your account.
With that said, here's how to contact our support:
If you'd like a little refresher or more details about customising your forms, you can check this article out: Customise invoices, estimates, and sales receipts in QuickBooks Online.
Need to check your sales after fixing the issue with our support? We can take a look at this article to help us utilise the Reports feature: Run reports in QuickBooks Online.
Should you have any other concerns about your forms, please let me know and I'll help you out. If you have difficulties running reports or recording a specific transaction, lay down the details below and I'll get back to you.
Actually it looks like it's started adding the text... sorted.
Thanks :0)
It's great to know that it sorted the issue well, @cjcarlettiwest.
On behalf of my colleagues, you're always welcome! If you have additional questions, you can reply to this thread or create a new post to the Community anytime. We'll be right here to back you up. Have a splendid day!
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