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Frequent Explorer **

Changes to invoice templates are not saving

We are experiencing a number of issues with our invoice templates.

  1. For example: we do not want the date column to appear on our invoice, so we remove the date column and click save and close. However, when we create an invoice to send to our customers  the date column keeps coming back!
  2. Secondly, we would like TAX Summary on our invoice to say VAT Summary instead so we have changed this on our template and saved.  However, again, when we create a invoice to send to our customer it still keeps appearing as TAX Summary.
  3. Finally, whenever we make a change to one template (e.g. changing the email message) this change appears on all other templates too . (Which defeats the purpose of having different templates for different services).

 

We would appreciate any help/advice on these issues, and would like to know if any one is experiencing the same problems?

35 REPLIES 35
QuickBooks Team

Re: Changes to invoice templates are not saving

Hi MB123.

 

Thanks for getting in touch with the Community.

 

So of your 3 questions I'm going to start with number 3. (Too many people start at number 1, lets be different!). You mentioned specifically in this point that you were changing the email template, unfortunately this is one of the few things that can't be set to be different for each invoice template. I know this may seem unusual as there is still the option to change the email when editing the template but the email that is sent out with the invoice will take effect on all invoices.

 

Regarding points 1 and 2, would I just be able to confirm if you are changing the master template on the Custom Form Style page or whether you are changing one of the created templates. I also just want to check if the templates to which you have made the desired changes have been selected on the invoice page itself when creating the invoice. If you click on the Customise button at the bottom of the invoice page you will have the option to switch between the different invoice templates.

 

Let me know and I will be back in touch Smiley Happy

Frequent Explorer **

Re: Changes to invoice templates are not saving

Thank you for getting back to me and clearing up the answer to question 3.

 

In Custom Form Styles we currently have 3 Templates: The Standard (which I assume is the master) plus 2 templates that we have created ourselves. 

 

At first we tried making changes to the Standard Template and we did ensure that this template was selected when creating the invoice using the 'Customise' button. When we noticed the issue of the changes not saving we tried on the other two templates and have the exact same issue. 

 

So we are unfortunately we are unable to send out invoices to our customers in the correct format. (We did try creating our own template following the guidelines but this has been rejected every time when we tried to import!)

 

We have spoken to 5 different people from Quick Books who have all entered into 'Screen Share' and been confused by why this is happening; however, nobody can seem to resolve this issue for us. 

 

Thanks 

QuickBooks Team

Re: Changes to invoice templates are not saving

Hmmm, it definitely sounds like a tricky one if the information you and changing isn't updating. In all honesty, it should update for each of the templates you save and should be taking effect from the moment you click save.

 

I am going to do a little further research and check with our engineers to see if this is a reported issue/ investigation or whether it needs to be raised up, Bear with me and I will be back soon with some more information.

Frequent Explorer **

Re: Changes to invoice templates are not saving

That would be brilliant, thank you - as at the moment we can't seem to get anywhere with these problems.

 

Many thanks

Frequent Explorer **

Re: Changes to invoice templates are not saving

Hi - do you have any update on this issue please?

Many Thanks 

QuickBooks Team

Re: Changes to invoice templates are not saving

Hello MB123,

 

Can I please check which Web Browser you are using?

 

Thanks,

 

 

Highlighted
Frequent Explorer **

Re: Changes to invoice templates are not saving

I am using Microsoft Edge and have also tried Google Chrome.

 

QuickBooks Team

Re: Changes to invoice templates are not saving

Thanks MB123.

 

Thanks for getting back to us. We would recommend Google Chrome as it is the most compatible browser with the QuickBooks product. Would you be able to try fully clearing the cache and cookies on the internet browser and completely restarting google Chrome. Would you be able to let me know if this works?

 

 

Frequent Explorer **

Re: Changes to invoice templates are not saving

I have done this and the issues are still not resolved.

Thanks 

QuickBooks Team

Re: Changes to invoice templates are not saving

I know you have already spoken with our support team on a number of occasions, would you be able to send me a private message with your E-mail address so I can look over cases on your account to see if I can help further.

Active Member

Re: Changes to invoice templates are not saving

Has the issue with the changes to forms not saving been resolved? I am having the same issue--I uncheck date column (I have no reason to want a date on every line item in an invoice), but it won't save. What gives?

QuickBooks Team

Re: Changes to invoice templates are not saving

Hello doug1,

 

Welcome to Community.

 

That is a bit troublesome not being able to remove the date. Can I please confirm which web browser you are using? The first thing I would like to advise is clearing your cache and cookies for your chosen browser which you can find here. If this doesn't fix it please try using an alternative browser as well as a in private browsing window.

 

Please let us know if this fixes the issue.

Experienced Member

Re: Changes to invoice templates are not saving

I am having the same issue not having changes I want to make being saved. I want to remove the "Date" column on the line items, and it does not go away after unchecking it. I tried editing the "Standard" form, creating a new form, no luck on either option. I'm using Google Chrome, and have cleared my cache and cookies, and tried in private browsing window as well. What now??

 

Edit to add: also tried to do this on Firefox, which has never been used. I'm on a Mac, is that the problem? 

QuickBooks Team

Re: Changes to invoice templates are not saving

Hello bettie1979,

 

Welcome to Community.

 

Sorry to hear you are having difficulty when customising your invoices. Have you got any other devices which you can try using other than your mac?

 

 

Experienced Member

Re: Changes to invoice templates are not saving

I'm having the same issues, using the pc app on windows 10, any fixes? 

QuickBooks Team

Re: Changes to invoice templates are not saving

Hello Martin

 

Can i just ask is that an issue with removing the date column on the standard master template and it reappearing?

Experienced Member

Re: Changes to invoice templates are not saving

Yes it's the date that I've noticed, it doesn't save the changes, 

QuickBooks Team

Re: Changes to invoice templates are not saving

Thanks, okay I am just speaking with our technicians to see if I can get an update on this issue, can I ask does the same thing happen if you   try this in a browser instead of the app?

Experienced Member

Re: Changes to invoice templates are not saving

I was able to get the issue resolved with a call to support. They didn't actually explain to me why it was not working, but as I recall I went into the template editor, told it to remove the date column, clicked the "Done" button, and then rather than looking at the preview in the editor, I went to the Sales > Invoices section, and when I applied the template there and previewed it, it was correct. 

 

I hope this helps! FYI I was able to recreate the same issue on both my Mac and on a PC, so it's definitely not a Mac-only issue (at least it wasn't for me).

Experienced Member

Re: Changes to invoice templates are not saving

Still got the same none save issue 

QuickBooks Team

Re: Changes to invoice templates are not saving

Thanks Bettie1979!

 

 

Our technicians have advised this should be working. i have tested in a test version of Quickbooks and it saves the change. I am using the airy template. What template are you using?

 

It seems possible the change is not saving correctly in the template, can I get you to try putting the date back on saving and then taking it off and then creating a new test invoice and go to print preview and check it then?

 

 

Experienced Member

Re: Changes to invoice templates are not saving

I am having the same issue with invoice templates not saving.  Both the invoice template and the invoice template change in both the default and custom invoice templates.  I have multiple projects for which I'd like custom invoices and QBO is not allowing me the promised functionality.

QuickBooks Team

Re: Changes to invoice templates are not saving

Hi

 

Can I just clarify if it is the date column removal that is not saving in your templates? Have you created your own template and imported it or are use using the Quickbooks custom forms?

 

 

Experienced Member

Re: Changes to invoice templates are not saving

this process is not working in the pc app nor through google chrome, we need this fixed promptly