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GBE
Level 2

Invoice format problem

For the last couple of weeks, we are unable to use our default invoice template. The template was customized and we had been using that for more than 1.5 years. All of a sudden the formatting is completely messed up. We have spoken to Intuit several times, but they haven't fixed this problem. We are unable to send invoices to our customers. Is anybody else facing this problem?
8 Comments 8
Adrian_A
Moderator

Invoice format problem

I appreciate your time calling our support, GBE.

 

Our engineering team is still working on this issue. We will give you an update once this is resolved. Since you had contacted or customer care, you will be notified via email once our engineers solved this concern.

 

Thank you for your patience.

duffett
Level 2

Invoice format problem

Are you using estimates and creating invoices from those estimates?

There is a pretty substantial discussion about that problem here.

 

https://quickbooks.intuit.com/community/Reports-and-accounting/Custom-invoice-template-not-being-app...

 

Unfortunately there are issues with both workarounds that people (customers NOT Quickbooks themselves) came up with on our own.  

 

Good luck!

GBE
Level 2

Invoice format problem

Yes, it is the same problem. Thank you.

 

As I had mentioned previously, I think Intuit has reached a critical mass for their online users and they are generating a substantial revenue from it. Fixing problems does not appear to be a high priority item for them.

Anonymous
Not applicable

Invoice format problem

Hello again, @GBE.

 

I understand that this issue should be fixed as soon as possible. The last thing you have to worry about is getting an invoice format problem when you should be on your way to sending these invoices to your customers.

 

In the meantime, you can check the other thread for the suggested workarounds provided by our frequent contributors in the Community while our Online Team is doing all they can to get this issue resolved.

 

Should you need some references for future use, please feel free to visit our help site: Help articles for QuickBooks Online.

 

Additionally, I'll keep an eye out for updates and provide them as soon as they're made available to me.

 

Let me know if you have other questions. I can help you further if needed.

Dave59
Level 2

Invoice format problem

Why is this problem listed as "solved"? It is not solved. Several of the reports such as Invoices and Credit Memo's are now screwed up in my version after working fine for over 2 years. What? This problem is not solved.

MaryLurleenM
Moderator

Invoice format problem

Hello there, Dave59,

 

Do you see an error on your customized sales templates or does this happen when running a report?

 

Let's try basic browser troubleshooting steps to check if the problem is browser related. Let's start accessing your account via a private browser or incognito. Here's how:

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

If it works, then we need to clear your browser's cache to optimized your browser performance.

 

If the same thing happens, I recommend using another supported browser.

 

Let me know how it goes so I can assist you further.

Robelectric
Level 1

Invoice format problem

This issue has yet to be resolved!! One of my customers pointed out that the estimate format was delivered in a plain text format. There wasn’t any work description or company header. Just a cost for the job!! Looks unprofessional. Is anyone else having this issue with QB online??? 

MadelynC
Moderator

Invoice format problem

I can help you resolve this sales format in QuickBooks, @Robelectric.


As long as the templates and form settings are set up appropriately, descriptions and headers should be displayed in the right place.

 

When sending sales transactions such as invoices and estimates, you’ll want to make sure the email option is set to full details and Online invoice. Once the customers receive them, the information is matched with the time you created them.


Here’s how:

 

  1. Select the Gear icon and then click Account and settings.
  2. Choose the Sales menu.
  3. Under Online Delivery, hit the pencil icon.
  4. Select the following:
    • Show full details in email
    • Online invoice
  5. Press the Save button.
    Capture.PNG


You’ll want to ensure also the needed details under the template content are marked. Let me show you how:

 

  1. Go back to the Gear icon, then select Custom form styles.
  2. Select the template, then hit Edit.
  3. Under Content, select the part of the form that needs to have details, then put a checkmark each.
    Capture.PNG
    Capture.PNG
  4. Press Done after.


In case you want to create scheduled recurring transactions in QuickBooks, you can check out the article to learn more. This gives you visibility into future cash flow as well as the ability to send reminders to clients before the transaction date.


If you have other concerns or need further help with the sales forms, let me know by adding a comment below. I'll be right here to help whenever you need one.

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