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For the record, let me state that I absolutely despise the new QBO estimate and invoice layout. The designers have wasted a HUGE amount of page space and I work in an industry where I still need to send detailed estimates and invoices. Almost the whole top 50% of the page is wasted color blocking that for my needs is virtually unusable because I don't need to put "shipping" addresses in. These look sloppy and when they are printed they look even worse. Honestly, these new default layouts are a major professional embarrassment.
We pay a ridiculous amount of money for this software and the price seems to keep going up every quarter. The worst part is it feels as if quickbooks and its AI bots answering our questions don't even care! Where are the updates? Where is the transparency?
Your concern with the latest invoice update is understandable, as it has significantly impacted your accustomed routine, mrs_seal. I'll provide more information about this matter and offer a resolution or alternative approach to assist you.
For your first concern, if you want to change the font size of your sales form, such as invoices, follow these steps:
When creating the invoice, choose the Standard design instead of the Modern one to ensure that the changes in the font size will be reflected when you print it.
For your second and third concerns, changing the column width on the invoice page and adding a custom footer is unavailable in the new layout.
For your fourth concern, if you want to remove the date on your printed invoices. I'll outline how to achieve it:
Again, select the Standard design when creating your invoices so that the changes will show when you print them.
On the other hand, if you want to remove the date column when you create the invoice, click Manage, then Customization. Toggle the date you want to remove.
Meanwhile, can you please specify where the signature and date were removed?
As for your sixth concern, the main reason that emails from QuickBooks Online or the 'do_not_reply' address go to the spam folder is that your customers' email domains block @intuit.com. When they receive their invoices, they can select This is not spam or Not Junk. You may inform them to send a sample email to do_not_reply@intuit.com or add quickbooks@notification.intuit.com to recognize the @intuit domain as a trusted site. Refer to this article for more information: Receive important email messages from Intuit.
I acknowledge all your sentiments. It's certainly not the experience we want you to have. Since the recent updates have not met your expectations, you can send us your feedback. Doing so will allow you to raise your concerns and share your recommendations with the new invoice layout.
In addition, you can read the frequently asked questions about invoices and estimates to learn more about these changes.
Moreover, feel free to visit these resources to help handle your invoices in QuickBooks Online:
Sharing your thoughts and suggestions helps us address issues you may have encountered and contributes to making our products better. The various steps and information provided above will ensure that any confusion you have is addressed. If you need additional assistance, I'm available to help.
I echo the concerns and NEEDS raised by the original poster. It always amazes me how the "designers" of these "new experience" reports and now the invoices seem to operate in a complete vacuum from the end users! Feedback does NOT, I repeat, FEEDBACK DOES NOT WORK! In fact it is an exercise of extreme frustration and futility as nothing gets back to those useless "designers". Just give us something that works and is customizable, quit being so tech smart that it creates a useless product.
Ok, now that I got that out of my system. I decided to do away with the Modern version and went back to the Standard. Now my invoices are more customizable and it appears the wasteful 1/3rd top of the page (color band) has disappeared and now I look forward to less paper waste.
However, NOW I have an oval with "Pay Invoice" that prints on my Standard invoice that was not there before, and I cannot figure out how to get rid of it! Online, it is apparently a link, but payment options are turned off. The bulk of our customers have to pay by check, so this link is useless to them and honestly it looks really rude. How can I remove this link so it does not show up when the customer opens the invoice?
Hi there, robbin.
I get how you feel about the new update of QuickBooks Online (QBO). Let me share information to sort things out and how we can get a solution to this matter.
I can hear the importance to remove the Pay Invoices link in the invoice. However, the option to do it is currently unavailable. I still encourage you to send feedback to our product developers so they can get to know this feature and may add this to future product updates.
Here's how:
You can visit our QuickBooks Online Feature Requests website to track the status of your submitted feedback.
Feel free to visit this handy article for future reference in recording customer payments and customizing sales forms in QuickBooks:
Tag me in the comment section if you have clarification about managing your sales and expense forms in QuickBooks. I'm always here to help you.
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