Custom Forms Not Working

Good Afternoon - 

Is this issue any closer to being fixed? 

We have a imported custom template in order to produce 'delivery tickets' for our customers however this custom template is not picked up when we preview the document - instead the standard invoice is shown.

We cannot use the standard Delivery Note template as it is not fit for purpose in line with our requirements.

We are currently dual processing but until this issue is resolved we cannot fully migrate over. 

Its been so long now, I don't think they know how to fix it.   Converting an estimate to an invoice without having to re-type them all is one of the most basic features in any accounting program.  I'm looking into other programs, I'm not waiting a year for this to be fixed.   Have you noticed there are no updates about this issue?  Its like they gave up trying to fix it.  Now they are just ignoring it.

I would also post the same thing here if I were in your position, ImagoVisual.

I can assure you that our engineers are fixing the issue on the templates display when used in progress invoicing. In the meantime, you can disable the said feature until we fix this. This will be our workaround while waiting for the updates.

Once a permanent fix is available, either I or my colleagues will give an update on this thread. 

I would also recommend contacting our phone or chat team, so they can add your contact details to the notification list. This way, you’ll immediately be updated when the fix will be rolled out. 

Here's how to reach out to them:

1. Click the ? Help icon then, Contact us.
2. In the description field, enter custom forms not working as your keyword.
3. Then, click Let's talk.
4. Select Start messaging.
5. Enter your First name, Last name, Email address, and Phone.
6. Then, Send message.

Thank you for your patience while we're working on this issue.

I'd like to welcome you to QuickBooks Online (QBO) family, EricST.

Our Engineering Team is still looking for a permanent resolution . We are asking for your patience while we're continuing to fix this.

As shared by my colleague, you can turn off the progress invoicing feature while the issue is ongoing.

Please reach out out to us, so you'll receive an email notifications from our engineers. I'll also give you an update here as soon as we have a resolution for this.

Please follow the steps below:

1. Go to Help at the top and click the Contact us button.
2. Enter Support in the What can we help you with? box.
3. Hit the Let's talk button.
4. Select the icon for Chat or Get a callback.​

We continuously monitor issues in QBO real-time. To help you get updated about the status, please visit this website: http://status.quickbooks.intuit.com/.​

I appreciate your patience and please let me know if you need anything else. Have a good one.

Let's get your customized forms working, @foster1957. This way, you'll be able to continue monitoring your business progress through QuickBooks Online (QBO).

The imported invoice style isn't compatible with the progress invoices. If you're using this feature, you can utilize the Airy new template in the Custom form styles page to display all the information you need. Here's how:

1. Go to the Gear icon.
2. Select Custom Form Styles.
3. Click New Style.
4. Choose Invoice.
5. In the Design tab, select Change up the template.
6. Choose Airy new.
7. Update your logo, colours, and font.

Once done, go to the Content tab to start customizing the details in the form's three sections namely header, table, and footer. To edit each section, kindly refer to this article's Step 3: Customize the info on your forms for the detailed steps: Customize invoices, estimates, and sales receipts in QuickBooks Online.

On the other hand, if you're company isn't using the progress invoices feature, you'll have to turn it off so the imported invoice template will display after converting an estimate to an invoice. Let me guide you how.

1. Go to the Gear icon.
2. Select Accounts and Settings.
3. Go to the Sales menu.
4. Unchecked the Create multiple partial invoices from a single estimate box.
5. Select Save.

After accepting the estimate from your customer, you can now easily turn it into an invoice using your customized form. For the detailed steps, you can check out this article: Convert an estimate into an invoice in QuickBooks Online.

Please let me know if you have other concerns. I'm just around to help.

So I just changed the font to Arial and it works, as well as Times Roman.  Being in the sign and graphic industry I really dislike using Arial and any serif font but for now I will deal with it. At least I can send my clients a custom estimate and invoice.

Hello, Wasapi. 

I'd feel the same thing if there aren't any updates or progress about the issue that the support is supposedly working on. 

At this point, I'd recommend contacting our support again and follow up about the progress of your custom form. Since it's a customized form, it'll take time for our support to finish. 

You can use the same phone number or if you don't have it handy, you can use these steps to contact them: 

1. Click the Help menu.
2. Select the Talk to a human option (you can also type it in the chat box).
3. When asked, enter "follow up with the customized form"
4. Type or select I still need a human.
5. Click the Get help from a human link, then choose how you want to reach us. 

If you still have it, you'll want to give your existing case number to the next available agent. They'll read through the notes and check with the team that handles the customized forms.

I'd also suggest asking them about the estimated time on when your form will be finished. 

In the meantime, you'll want to work with the regular transaction templates  if your current transactions don't have the dual taxes. 

If you need to take care of your bank transactions, I'd recommend checking out the articles from this topic: Banking. 

I'll hear you out if you have any other concerns about QuickBooks Online. Reply here or post a new thread and I'll get back to you.