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jhachenski
Level 1

Custom Invoice Template

I have created a custom invoice template. The template includes a message to customers. The message to customers text appears on the preview of the template. However the text does not appear when I create an actual invoice. I have confirmed that I have the correct invoice template selected for the invoice I created.

 

The text does display if I add it to the footer text section of the template however I do not want the text displayed at the bottom of the invoice.

Solved
Best answer July 21, 2020

Best Answers
ReyJohn_D
Moderator

Custom Invoice Template

Thanks for the details, @jhachenski.

 

I've got steps to make sure you can preview the message template on your new invoice.
 

First, let's use an incognito browser when logging in to your account to prevent odd QuickBooks Online behavior due to the stored cache. This way, we're able to identify if it's a browser-related issue. Below are the shortcut keys you can use to access one:

 

  • Ctrl+ Shift + N for Google Chrome A63.PNG .
  • Ctrl + Shift + P for Mozilla Firefox  A64.PNG and Microsoft Edge A65.PNG .
  • Command + Shift + N for Safari A66.PNG .

 

Then, let's create a dummy invoice and apply the template you've created. Here's how:

 

  1. Click the +New button, and then choose Invoice under the Customers section.
  2. Enter all the necessary info such as the Customer name, Terms, etc.
  3. Select the Customize button, and then pick the template you've created.
  4. Click Print and Preview.

 

If it works, clear your browser's cache to remove the piled up files and perform the task again using a regular browser. However, if the problem persists, use another compatible browser instead.

 

You'll want to know how to record the invoice payments from your customers. Here's an article for the steps on how: How to receive invoice payments.

 

Also, you can pull up the Open Invoices report to see all the unpaid invoices and statement charges, with totals for each customer. I'll guide you with the steps:

 

  1. Go to the Reports page, and choose the Standard tab.
  2. Select Open Invoices under the Who owes you section.
  3. Click it to open. Then you can customize it to personalize its format and details.

I'm always around to help if you have more questions about managing your invoices or anything else related to QuickBooks. Take care and have a good one.

View solution in original post

1 Comment
ReyJohn_D
Moderator

Custom Invoice Template

Thanks for the details, @jhachenski.

 

I've got steps to make sure you can preview the message template on your new invoice.
 

First, let's use an incognito browser when logging in to your account to prevent odd QuickBooks Online behavior due to the stored cache. This way, we're able to identify if it's a browser-related issue. Below are the shortcut keys you can use to access one:

 

  • Ctrl+ Shift + N for Google Chrome A63.PNG .
  • Ctrl + Shift + P for Mozilla Firefox  A64.PNG and Microsoft Edge A65.PNG .
  • Command + Shift + N for Safari A66.PNG .

 

Then, let's create a dummy invoice and apply the template you've created. Here's how:

 

  1. Click the +New button, and then choose Invoice under the Customers section.
  2. Enter all the necessary info such as the Customer name, Terms, etc.
  3. Select the Customize button, and then pick the template you've created.
  4. Click Print and Preview.

 

If it works, clear your browser's cache to remove the piled up files and perform the task again using a regular browser. However, if the problem persists, use another compatible browser instead.

 

You'll want to know how to record the invoice payments from your customers. Here's an article for the steps on how: How to receive invoice payments.

 

Also, you can pull up the Open Invoices report to see all the unpaid invoices and statement charges, with totals for each customer. I'll guide you with the steps:

 

  1. Go to the Reports page, and choose the Standard tab.
  2. Select Open Invoices under the Who owes you section.
  3. Click it to open. Then you can customize it to personalize its format and details.

I'm always around to help if you have more questions about managing your invoices or anything else related to QuickBooks. Take care and have a good one.

View solution in original post

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