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jlrrv
Level 2

switch back to old invoice

the option button is missing to switch back to old invoice style. on this new style you can not get a signature, when looking at a customer and hit invoice you have to search to find the customer again, and once you create the invoice it doesn't show up under the customer but it will show the "open" amount so you can't even take the payment!!! 

4 Comments 4
AnneMariee
QuickBooks Team

switch back to old invoice

I've got some information about reverting to the old invoice layout, jlrrv.

 

QuickBooks Online has been rolling out updates about the new estimate and invoice experience. Since April 24, Simple Start and Essential plans users have been migrated with no option to go back to the old layout. With this, it's important to note that the option to capture signatures is not available with the new layout. You can consider using a third-party application to help you with your business needs.  

 

Furthermore, let's address the issue of having to search for a customer again despite creating an invoice from their profile. A cache-related problem could be causing some pages in QuickBooks Online to not load properly. Let's isolate this issue by opening your QuickBooks Online company in a private browser. From there, create an invoice from your customer's profile. If everything works smoothly and the customer's name automatically populates the invoice, I recommend going back to your regular browser to clear its cache. The same steps should also resolve the issue of your invoice showing up under the customer profile. You can also use other supported browsers.

 

You can check out this article for more information on the new estimate and invoice layout: See what’s new with estimates and invoices in QuickBooks Online.

 

Once you've successfully invoiced your customer, here's a guide on recording their payments in QuickBooks: Record invoice payments in QuickBooks Online.

 

Come back to this post if you have any other concerns about invoicing in the new experience. I'll be around to address them. Keep safe.

jlrrv
Level 2

switch back to old invoice

it must not be an update if you went back in time and can't even capture a signature i mean why do i now have to pay for a 3rd party app. the other issue has nothing to do with the browser this is happening in your andriod app. time to move to housecall pro

ShangY
QuickBooks Team

switch back to old invoice

We hear your sentiments, @jlrrv.

 

I recognize the importance of having the option to switch back to the old layout and restore its feature to capture a signature and for the customer's name to auto-populate the invoice without having to search for it, which would make your QuickBooks Online (QBO) experience better.

 

I'll help you share your valuable feedback with our Product Engineers for these features to be available on your account in the future. Here's how:

 

  1. Select the Gear icon.
  2. Choose the Feedback option.
  3. Enter your feedback suggestions.
  4. Click Next.

 

Moreover, you'll have the freedom to customize your invoices, estimates, and sales receipts in QBO using the new layout.

 

If you need help with the new layout features, please add a reply below and I'll make sure to address them as soon as I can. Take care.

Marshal Dudley
Level 2

switch back to old invoice

Capturing a signature is one of the most important parts of invoicing. Why would you remove that? 

 

This update has done nothing but create problems for my business.

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