My custom invoice template no longer works with progress invoicing from an estimate. I imported a new template. It didn't fix the issue. How can I resolve this?

I appreciate your advice, Anton. However, the issue I'm having isn't with uploading a custom template. The problem is that when I try to create an invoice from an estimate, my custom template doesn't load properly - all my customizations are removed (font, layout, logo). I've been using my custom template for about two years problem-free until about 5 weeks ago. It seems like either QBs pushed an update that broke something or the issue is specific to my account. My custom invoice template works when I create a brand new invoice that isn't connected to an estimate. 

I wasted 2 hours on the phone with them today with no luck.... they started the call with saying “there is no bug” ... I guess support either doesn’t read the threads or they just think the proper state of quickbooks is not to work. I have very little hope that this will be fixed before I need to do the monthly billing tonight. Quickbooks used to make a good product. Now it’s just another unreliable SaaS 

If you google it, there was reported issues back in Dec 2018.  Ours started in January-ish 2019.  I've spent well over 8 hours on the phone with support and was told outright false information such as this feature will now only be available to Advance users and they were shutting it down in waves across the US?  What the???

I requested a full credit for March services which was granted, so I highly suggest requesting this if you haven't done so already.  Although, it was only for one month and this has clearly been nearly half a year now.  I also joined Advanced for the temporary discounted rate only to get "Priority Circle" for this issue specifically, so I don't have to wait for ever to get someone who has NO idea what they are doing. 

QB does not email you or keep you updated at all.  When you call in with your previous case #, they won't have record of it, even when you show them the email confirming it.  The (2) hours you spent explaining, sharing your screen and taking screen shots will be asked of you again.  It has been nearly 6 months to fix a massive issue for a major business function.  

In addition to this issue, you may find custom saved reports may not function as usual and you'll have to recreate them as a fix. 

Also the "/" does not work anymore if you use it for dates or other info. in a custom field - it won't carry over and instead creates a bunch of gibberish.  So you'll need to change all that on EVERY CUSTOMER if you did this for items on the customer record that carry over to invoicing/estimates.

For a while there, the Custom 1 and Custom 2 box would rearrange when carrying over to the invoice if both fields were used, so I had to create a "temporary" 2nd invoice where these fields were mapped backwards when I used both boxes.  That seems to have been resolved now for me at least.  

That's it for now.  QBO worked flawlessly for us for 2 years and now it is full of headaches.  We are definitely on the verge of switching platforms and have spent SOOO much time on this.

Hi there, palmer2022.

Thanks for reaching out to the Community. The invoice form name may be set to "estimate". I can help you change that to fix the issue. 

Here's how:

1. Log in to your QuickBooks Online account.
2. Please go to the gear icon
3. Click on custom form styles.
4. On the right side of the form you’ve created, click edit.
5. In the content section, please look for form names.
6. Change the name from estimate to invoice.
7. Click Done.

You can also refer to this article if you need help in converting estimates to invoices: Convert an estimate into an invoice in QuickBooks Online. Note that converting estimates to invoices differs depending on whether you have the new or old experience of estimates and invoices.

Please let me know if there’s anything you need help with. We’re always here to assist. Take care always!