trying to set up my old invoice template, it says it is in view mode? QBs changed it
Let me share some details about the old invoice templates in QuickBooks Online(QBO), renewcc.
Previewing how the invoice appears to your customers is unavailable within the invoice window. That's why a view-only prompt appears when selecting your previous invoice templates.
Otherwise, you can choose the Review and send or Print and download option to view how the invoice appears. If you want to set your old template as the default, you can select the Manage option and follow the prompts in the Custom forms styles page.
You may also want to visit this resource to see what is new with our estimates and invoices: New estimates and invoices in QBO.
When you're ready to receive your customer payments, you may refer to this article for guidance: Recording invoice payments QBO.
Update us by leaving a comment below if you have further concerns about managing your invoice templates. We're always ready to lend help again.
RE: You're getting a View only message. It means it isn't currently possible to see how the invoice appears when you click on the Email view or PDF view tabs.
Why not? It seems like basic functionality.
File your business taxes with confidence thanks to our 100% accurate guarantee.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here
These cookies are strictly necessary to provide you with the services and features available through our site. Because these cookies are strictly necessary to deliver the site, you cannot refuse them without impacting how the site functions.
These cookies are used to make advertising messages more relevant to you and your interests. They also perform functions like preventing the same ad from continuously reappearing, ensuring that ads are properly displayed, and in some cases selecting advertisements that are based on your interests.