Invoicing is awful now (modernized template is uncustomizable)

erinmconnolly · ‎December 04, 2024

In the old QBO, I was able to add blank lines in between different service items as a way to separate the sections of work we completed. If I import transactions into the invoice try to rearrange them and add blank lines, it looks fine on the screen but when I print it, the imported transactions always rise to the top of the invoice and they won't show the empty lines. In addition, I use the top line of the invoice to put a note about the work that was done and dates of service. That line gets pushed to the bottom of the invoice below imported transactions. The only fix is to delete the imported transaction and manually add it back in. Then there isn't an issue.

I have submitted several cases about this and just received a final note that I have to use the modernized invoice template in order to customize my invoice, because if I am using a custom form style it won't work. So fine, I switch the default to modernized. But it's awful. I can't customize the template for the "modernized" invoice. I don't want a Date column because our labor charges are summed and don't show dates. The only thing that shows dates are the imported transactions.

Why does QBO insist on making changes to things that were working perfectly fine. It's infuriating.

MAnneJ

Your feelings are completely valid, Erin. No worries. I've got a workaround for you to make managing your invoices more efficient.

If you are referring to the spacing between line items, it is working as designed. Our engineers have concluded that this behavior is intentional and is caused by the Service Date feature, which groups activities with a service date together. If this feature is not required, you can turn off this option.

Here's how:

Go to the Gear icon.
Choose Account and Settings, then Sales.
Click Sales form content, locate the Service date then turn it off.

Regarding the newly experienced layout of the invoices, I recommend that you send feedback. This way, our Product Development team will be aware of the changes you prefer and might consider them for future enhancements. Please follow the steps below to do so:

Go to the Gear icon.
Select Feedback.
Enter your comments or suggestions. Then select Next to submit feedback.

You can also visit the QBO Feature Requests website to track feature requests.

Additionally, if you're looking to review your profit and income transactions from your projects, there are specific reports available that will provide the necessary data. This article will guide you on how to access and understand these reports: Understand reports.

The Community is always here to answer any questions you may have. Please do not hesitate to reach out to us if you need assistance with managing your invoices. Have a great day!

erinmconnolly

We have the service date turned off, so there's nothing to do there. We do not import labor into our invoices because we don't use QB Timesheets. We manually input labor. So if we have vendor invoices / costs that are imported into the customer invoice and try to add lines to incorporate labor, we can't organize them by our service items (in this case, we use cost codes as service items). The only fix is to delete the linked cost and reinput it which then allows me to at least get the line items in the right order. This is not an option for T&M Invoices with 50 different transactions.

We are a service organization and need flexibility to customize the invoice for OUR clients' needs. Very disappointed in the lack of customization here.

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Invoicing is awful now (modernized template is uncustomizable)

Invoicing is awful now (modernized template is uncustomizable)

Invoicing is awful now (modernized template is uncustomizable)

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