How do you go back to old Estimate and Invoice templates.

I understand how you feel, John. Let me provide you with the details about the old invoicing layout.

As of May 6th, 2024, reverting to the old invoicing layout in QuickBooks Online(QBO) is no longer an option. This step is crucial to guarantee that the product meets various business requirements and boosts customer efficiency with the new invoicing experience.

In addition, you can learn more about this new release of estimate and invoice layout in QuickBooks Online(QBO) through this resource: See what’s new with estimates and invoices in QBO.

I want to share this article about the newest product innovations and valuable business insights from QuickBooks: QuickBooks Blog. 

You may want to check out this article with detailed information on managing customer payments in QBO: Record invoice payments.

Please let us know if you have more questions about managing your invoices. We're one post away. Have a great day! 

@AdonL  RE: This step is crucial to guarantee that the product meets various business requirements and boosts customer efficiency.

That doesn't seem to be the actual case at all, since Intuit removed various features that used to meet business requirements and, based on the many complaints here, the new invoices are less efficient to use.

Do you actually believe the claims you copy/paste as answers?

How do you get progress billing back on the new forms.  I was left hanging in the middle of many open estimates that were partially billed.  Yes I can go back to excel to keep track but why was that feature removed.   When will you be reinstating it. 

Let me guide you on how to utilize progress invoicing in the new experience, Cory.

Progress invoicing in the new layout is different from the old one. If you've already enabled the feature on the Accounts and Settings page, you can follow the steps below.

First, create a new custom invoice template optimized for progress invoicing. Here's how:

1. Navigate to the Gear icon at the top-right corner.
2. Head to Custom Form Styles under Your company.
3. Click New style and then Invoice.
4. Name the template "Progress Invoice Template".
5. In the Design tab, choose Airy new as the template. Please note that this is the only template that works for progress invoices.
6. In the Content tab, press the table section of the form and select Show More Activity Options.
7. Tick Show progress on line items.
8. Then, select the footer section, and check Estimate summary.
9. Hit Done.

Next, go to an estimate and convert it to an invoice. Make sure to select the newly created template on the right panel. You'll see a Due column on your invoice where you can choose to bill a percentage or amount and charge your customer for a partial amount. Once you're done, review and send the invoice to your customer.

I'll leave these articles for more info on progress invoicing in the latest update:

• See what’s new with estimates and invoices in QuickBooks Online
• Set up and send progress invoices in QuickBooks Online

For future reference, I've included a guide on generating reports to get a comprehensive summary of your invoices and other transactions: Run reports.

Should you have any other concerns about the new experience or anything else QuickBooks-related, Cory. Please feel free to reach out. We'll be right here for you.

The new layouts are terrible. The worst part of my day is when I'm on QB

Wanted to comment and say we couldn't agree more. The new layout is terrible. slow and very sluggish. The Invoice # does not appear until you close and re-open it. It is very backwards vs the classic streamlined invoice template.

"If it ain't broke, don't fix it"

New invoice layouts are ineffective, slow and not user friendly. QB has decreased its quality over time. Your product should meet customer/user requirements the same way they try to "meet with various business requirements"

Would not recommend.

"meets various business requirements and boosts customer efficiency"

You re not meeting my business' requirements, nor are you boosting my efficiency. You are causing me problems for my business operations and becoming a hinderance. You have turned a 5 minute task of getting a quote to my customer into a 1 hour cluster F. 

"meets various business requirements and boosts customer efficiency"

You re not meeting my business' requirements, nor are you boosting my efficiency. You are causing me problems for my business operations and becoming a hinderance. You have turned a 5 minute task of getting a quote to my customer into a 1 hour cluster F. 

You aren't meeting my business requirements, your new layout is much worse than the old one.

I would like to return to using the superior old loadout. 

This new invoicing layout is absolutely horrible. You can't even change between company templates. It is so time consuming. I went to send an invoice and here I am over an hour later and still didn't send it out.  

PLEASE bring back the old layout.  If it were up to me I would get rid of Quick Books today because of this.

Again, just more copy paste answers. 

Is losing customers the only way you will start to listen? 

it's this simple: the money grubbing assholes at Intuit forced the change so that they could push their bill payment services. QBO gets worse and worse every single day. ZERO communication with real users nor frankly do they seem to care. It's a "my way or the highway" approach. Can't wait till there' even a SEMI decent competitor. Everyone will bail out on this horrible software.

Yes If I try to use my old template for invoicing (custom) it magically inserted "PMT TYPE  CHECK" onto the PDF form. it's nowhere in the template, but it shows up in what I want to print (and what my long-term customers expect to see).

This is horrible that we now have to create a new template and can't roll back to old version.  A quick item has now turned into a fiasco as we can't invoice our clients in a timely manner currently.  Very frustrated by this change and why the old invoice template we created can no longer be accessed and or used.  I understand updates being needed but to remove templates a company has created is beyond my comprehension.  I like QB always have but this is not the first time we've had this happen.  Again to remove templates a company has setup is not good business change your layout do your updates but please leave customized templates alone and accessible to your users. 

This is just more lipservice copy and paste answers.  Clearly all your customers hate this.  How about you listen to your customers and revert back to something functional and not something that was designed by interns?

Accusing interns of creating the new invoices is an insult to interns.

THIS NEW TEMPLETE CAUSES MORE STEPS WHICH MEANS MORE WORK FOR ME. IN FLORIDA, THERE IS A CAP ON DISCRETIONARY TAX AND I HAD A DROP DOWN BOX, ON MY INVOICE, TO CHOOSE STATE SALES TAX ONLY WITHOUT DISCRETIONARY TAX ADDED. ALSO, TO MAKE THE TAX CORRECT I HAD TO ADD A LINE ITEM FOR THE DISCRETIONARY TAX TO BE ADDED TO TOTAL BECAUSE THERE IS NO WAY TO DO THAT INSIDE THE TAX CALCULATION. SO, AS USUAL, QUICKBOOKS MAKES THINGS HARDER.

I have the new temple for invoices!!! Bring back the old one!

I couldn't agree more! I've spent too much time trying to figure out how to go back to the old template, just to find out that I can't! I hate the new style, it is slowing down progress!

Yup and just when you think you get things figured out, they change again. I spend more time trying to figure it out than just doing my work. I HATE the new layout (again) as of September 2024. It does not suit our business needs.