Thanks for the very elaborate explanation of what you've encountered, Speight. Let's figure out why you're unable to initiate progress invoicing or make a new template successfully. This way, you can move forward and get past these difficulties.
The "Update your invoice template" prompt comes up when you attempt to turn on progress invoicing from the settings. Once you have activated this feature, QuickBooks creates a default template. You'll need to utilize the premade Airy design any time you create a progress invoice.
For more information, refer to this article: Set up and send progress invoices in QuickBooks Online (QBO).
While we haven't received reports of users being unable to activate this functionality, experiencing a missing window or getting an error when creating a new style template, I'll assist you in troubleshooting and resolving this issue.
Sometimes, accumulated cache files in your browser may cause unexpected behavior like what you're experiencing. We can perform basic troubleshooting steps to rectify this. Start by opening your QBO account using a private or incognito window. Refer to the keyboard shortcuts below:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Microsoft Edge: Ctrl + Shift + N
- Safari: Command + Shift + N
Then, attempt to switch on progress invoicing and tap the Update button. If this resolves the problem, return to your default browser and clear its cache so the system can restart and start with a clean slate. Alternatively, you may use other supported browsers.
The measures outlined above will help you address the obstacles and continue your tasks smoothly. I am always here to support you, so please do not hesitate to reach out if you have additional questions about managing invoices or modifying form styles. Simply leave a message below, and I'll get back to you as soon as possible with tailored advice and guidance, Speight.
