New Invoice Format

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:

1. Select the Help option.
2. Select the Send Feedback Online option.
3. Select the Product Suggestion option. A pop-up window displays.
4. Enter your comments or feedback suggestions.
5. Click the Send Feedback button.

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:

1. Go to the Gear icon in your company and select Feedback under Profile.
2. Enter your comments and product suggestions.
3. Click Next to submit.
   
   

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:

• Add, customize, or remove logos on sales forms
• Add custom transaction numbers to sales forms in QuickBooks Online
• Add custom fields to sales forms and purchase orders
  
  

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:

• Google Chrome: press Ctrl + Shift + N
• Mozilla Firefox: press Ctrl + Shift + P
• Safari: press Command + Shift + N

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!