We are experiencing a number of issues with our invoice templates.
We would appreciate any help/advice on these issues, and would like to know if any one is experiencing the same problems?
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 :)
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.
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.
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?
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.
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.
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?
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?
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?
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).
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?
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.
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?