Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
The old invoice format had spaces for shipping information (date, tracking, etc) however on the new invoice format, I can't figure out how to add that information back to the invoice which is important for our customers to see. I've figured out a temporary workaround by adding this information to custom box saying shipment which doesn't look as professional as before. Has anyone figured out how to get that information back on the invoices?
Welcome to the Community space, @laurenincinci.
I am here to share some insights about the missing shipping information in the new invoice layout in QuickBooks Online (QBO).
Currently, with the new update of QBO, shipping information is unavailable. I agree with your workaround to use the custom fields to add shipping information in the new invoice layout.
With that, I recommend sending feedback to our product developers. This will give us an idea of how we may improve the functionality of QBO to meet user's needs and enhance the working experience.
Here's how:
Moreover, you can visit this article for detailed information about the new update of QuickBooks Online: See what’s new with estimates and invoices in QuickBooks Online.
Lastly, I'm adding this helpful article as your guide in creating a personalized and professional-looking invoices, estimates, and sales receipts: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Come back to this post if you have further concerns or follow-up questions about the new invoice layout in QBO. I'll be here to lend a helping hand.
I have the exact same problem and the Shipping fields are critical. QBO is giving me the same canned answers.
same issue here. how did they drop the ball on something so basic?
Thank you for joining this thread, Dabbler.
I can see that numerous users have the same need to get the shipping information such as the date, tracking, etc to show up in the old invoice format. I suggest providing direct feedback to our engineers about including this information. They will review your suggestions and may add them in future updates.
Here's how:
To stay updated with the newest features and enhancements introduced by our developers, make sure to check out the QuickBooks Blog. There, you can explore valuable tips to boost your business and discover the best practices for using our product.
For detailed insights into the process of incorporating transaction numbers, logos, and custom fields into your sales forms, we suggest reviewing the following resources:
If you need further assistance customizing your invoices or have other sales-related concerns, drop a comment below. I'll get back to ensure this is taken care of for you. Have a good one, Dabbler.
I noticed a problem with the new invoice format. When I COPY an invoice it is not copying over the email address of the customer. This forces me to go back to old invoices and find the correct AP email for the customer. Can someone please fix this bug?
Thanks,
Thank you for joining us here, @cgk114. Let's work together to fix the issue of the customer's email address not being included automatically in the invoice copy.
One possible reason why the email addresses aren't automatically brought over to the copied invoice is because of the local internet cache and cookies stored in our browser. If you haven't tried it, I suggest making a copy or duplicating your invoice through a private/incognito window. The private window will not save any history, making it an excellent place to identify browser problems. Here are the shortcut keys:
Once you're in incognito mode, make a copy of your invoice and see if it brings up the customer's email address.
If everything's good, return to your regular browser and clear its cache. Clearing the cache or cookies is the best way to get a clean slate for your browser. Otherwise, using other supported browsers can be a good alternative too.
Furthermore, you can read this article to learn how to personalize and add specific information to your invoice and other form styles in the program: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Keep me posted if you need anything else besides making a copy of your invoice. I'm always around here in the Community forum to help. Stay safe!
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