New invoice design doesn't let me remove Product/Service on the printed invoice. I only want to show the description. It works with the old design. What am I missing?

Welcome to the community, Winni. I understand that you want to remove the Product/Service column on your printed invoice while using the new layout. I'm here to guide you. 

To remove the Product/Service column:

   1. Select the Gear icon, then choose Custom form styles.

   2. Click the New style dropdown▼, then click Invoice.
   3. Select Content, then click the pencil icon on the middle part of the invoice to edit.

   4. On the Columns section, uncheck the Product/Service box then click Done.

   5. Try to create an invoice, then on the right corner select the Design dropdown▼.

   6. Under other templates, choose the invoice name you created then click the dropdown▼

beside Review and send.

   7. Click Print and download. 

For future reference, here is an article that will guide you in creating single and multiple sales receipts to help you whenever your customer immediately pays for products or services: Create sales receipts in QuickBooks Online (intuit.com).

Please feel free to reach out to us if you have other concerns in customizing your invoices, Winni. We are always here to help. 

Great, thank you Camelle! That's how I've customized my invoices with the OLD invoice design. But I don't see these options with the NEW invoice design that is being pushed by Intuit. The customization options seem to be much more limited. See the screenshot attached. It shows the PDF view of the invoice and there's no option to remove the Product/Service. I also would love to remove the numbers for every line item.

Thank you for the screenshot you provided, win.

The new invoice layout offers various features. However, removing certain sections isn't available. We need to create a template first. This way, we can use that template to create your invoices. 

To create templates, follow the outlined steps: 

1. Go to Custom form Styles. 
2. From the New style dropdown list, choose Invoice. 
3. On the Content section, select the center part to edit it. 
4. Uncheck the fields that you want to remove from your invoices. 
5. Then, click Done. 

After creating a template, we can use that as our invoice design. Perform the steps:  

1. On the new invoice layout window, fill out the necessary information.  
2.  Then, go to the Payor view tab. 
3. Select Design and choose the template you created. 
4. Click Print and Download. 

You can also visit See what’s New with estimates and invoices in QuickBooks Online to know about the new updates. 

To manage sales transaction, you can read how to email or print multiple sales forms in QuickBooks Online. 

If you received an invoice payment from your customer, you can record invoice payments to help you keep track of your customer remittances. 

Let me know if you have more questions about your sales transactions. I'll be happy to lend a hand. Have a good one!

I am having the same issue. Is there any solution?  So you cannot remove the product service line? I do not want to create a new style. I like that you can request a deposit on the new QuickBooks invoice. You cannot do that on the Custom invoices for some reason. 

Hi there, @Ballenlong. Let me share some information about customizing invoice styles and adding a deposit to the new QuickBooks invoice. 

In QuickBooks Online, you can create a new style for your invoices or edit the standard style to remove the Product/Service line. Since you don't want to create a new one, I recommend performing the latter option. You can follow the steps below to manage the standard style:

1. Open or create an invoice, then enter the necessary information.
2. Click the Manage Gear icon, then select Design.
3. On the Other templates, click Manage.
4. Click Edit on the ACTION column.
5. Select Content, then click the Pencil icon on the middle section.
6. Untick the box for Product/Service.
7. Click Done.

Once done, you can go to the invoice and select the Standard style you edited. You can also preview the invoices before printing them.

Moreover, what custom invoice are you referring to when requesting a deposit? You can add more details about this matter and share a screenshot of your screen for visualization. 

In the meantime, let's perform some troubleshooting steps to see if the problem is within your browser. A cached-induced browser can affect the program's performance and might be the cause why you can't add a deposit as a payment option in the invoice. You can start by accessing your account in an incognito or private browser. Please refer to the shortcut keys below:

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

Check if you can see the deposit in the Payment option. If it works, you can clear your browser's cache to remove and fix the cause of the issue and start with a clean slate. 

In addition, once your customer paid the invoice you sent, you can record the payment in QuickBooks Online to match it with the transaction in your account. 

You can always reach back if you have other questions about managing your invoices and any inquiries about the program. I'll be here to guide and assist you so you can manage your business smoothly with QuickBooks. Have a wonderful day!

I've created a new Style and set it as the default and it is still using an old templated. I updated the logo and removed the Product/Service column but it will not show me my new edits. Please help.

I've created a new Style in Estimates and set it as the default and it is still using an old template. I updated the logo and removed the Product/Service column but it will not show me my new edits. Please help.

Thank you for joining the QuickBooks Community, @KMCInc. We've acknowledged your desire to remove the Product/Service column from your printed invoice when utilizing the new layout. I'm here to provide you with guidance on this matter.

One reason why you're seeing a prompt every time you try to use the templates is the browser's cache build-up. I have some tips I'd like to share to fix the issue.

In this case, you can perform basic troubleshooting. You can start by clearing your browser's cache and cookies, as sometimes these block web pages from loading. Also, adding Intuit as a trusted site prevents your browser from blocking site content. Lastly, you can use other supported browsers. Just make sure you update them to the most recent versions. You can use the shortcut keys below:

• Safari: Command + Shift + N
• Google Chrome: CTRL + Shift + N
• Mozilla Firefox or Microsoft Edge: CTRL + Shift + H

In the future, refer to this article for guidance on creating single and multiple sales receipts to assist you when your customer immediately pays for products or services: Create sales receipts in QuickBooks Online.

I've compiled several articles, including a video presentation, to provide you with more information on customizing your invoices in QuickBooks Online:

• Customize Invoice in QuickBooks Online
• Customize invoices, estimates, and sales receipts

If you have other concerns about customizing your invoices, please don't hesitate to contact us. We're always here to assist you.

I had already tried using a different browser (Chrome vs Safari) and also tried your Private browsing suggestion. It's the same problem. Also, I do not see "NEW" at the top when I go to a new Estimate so I don't know why I don't have the latest version of QBO for Invoices and Estimates.( There was definitely an update back in November when this problem showed up.) I have attached a screen shot of two screens. The logo on the KMC 2024 has been updated with a better graphic so I can tell it's not giving me that estimate even though it's set as the default. And I cannot select it manually either. 

I appreciate the additional information you gave as you tried to apply your new templates in your estimate, KMCInc. Let me route you to our support. 

Since you've mentioned that you already did everything, such as trying a different browser and other suggestions from my colleague, I recommend contacting our support. This way, they can pull up your account using their tools and find the root cause of this matter.

1. In your QBO account, select Help (?). 
2. Choose the Search tab.
3. At the bottom of your screen, click Contact Us.  
4. Type your concern. Then click Continue. 
5. You may choose Callback, Appointment, or Chat to connect with us. 
6. Kindly fill out the provided fields, such as your First name, Last name, Email address, and Phone number. 
7. Depending on what you choose as your way to connect with us, click Callback, Schedule an appointment, or Chat. 

You may also want to learn more about the Support hours of QuickBooks. 

Furthermore, you can refer to this material to learn how to convert an estimate into an invoice in QuickBooks: Convert an estimate into an invoice. 

If you have further information after contacting our representative, you may enter it in the comment section. 

I have the same issue and after 3 hours with Support on the phone they really don't get the issue and the severity of the issue. 

New "Modern" design let's you preview Email View, PDF View and Payor View.... If you use the older template that does let you remove "Product/Service" column then you lose the functionality of PDF View and Payor View and uses the old formatting.  

This MUST be fixed sooner than later as its affecting my invoicing. Clients don't need to know my internal codes or products. 

I have the same issue and after 3 hours with support they really don't get it. 

New "Modern" design let's you preview Email View, PDF View and Payor View.... If you use the older template that does let you remove "Product/Service" column then you lose the functionality of PDF View and Payor View. 

This MUST be fixed sooner than later as its affecting my invoicing. 

Exactly my problem!  Which I tried to explain earlier!  The responses here are ridiculous.  Not answering the question or offer any solution so far.  Please fix issue!!

Hello, herbie1057 and Ballenlong. 

I understand removing particular designs would work for other users. However, as a workaround, I suggest following my colleague's steps above about creating a template. By creating a template allows you to choose the elements you want to include in your invoice and arrange them to suit your needs. You can also modify the design to match your branding or personal preferences, such as changing colours, fonts, and layout. This method gives you more control over the final output and allows you to tailor it to your requirements.  

On the other hand, I suggest sending feedback to our engineering team. Our team is continuously working towards improving our services and adding more features for our users. Your valuable feedback is highly appreciated.
 

To submit feedback for QuickBooks Online, here's how: 

1. Go to the Gear icon and select Feedback.
2. Provide your product suggestion.
3. Click on Next to submit feedback.

I recommend utilizing our website's tracking system to ensure your suggestions are correctly tracked. By doing so, you can easily monitor the status of your suggestions and receive updates on any progress or changes made. Additionally, I'm adding these articles for additional reference about emailing and printing invoices as well as customizing form styles in QuickBooks:

• Email or print multiple invoices and sales forms
• How to email or print an invoice
• Customize your invoices, estimates, and sales receipts in QuickBooks Online

Don't hesitate to reply anytime if you still have questions about the new invoice design in QBO. I'm more than happy to assist you. Take care, and have a great day ahead!

Has this been resolved? If so how

Thx

Any updates?

Thanks for reaching out to us, @edemery. I'm here to share options for removing the Product and Service when printing your invoice. 

We can create a new style template and remove the Product/Service in your invoice. Here are the steps that follow: 

   1. Select the Gear icon, then choose Custom form styles.

   2. Click the New style dropdown▼, then click Invoice.
   3. Select Content, then click the pencil icon on the middle part of the invoice to edit.

   4. On the Columns section, uncheck the Product/Service box then click Done.

See the screenshot below for your visual reference. 

Once you're done saving the New template you created you can use it in your invoice by selecting a design for your invoice. 

Alternatively, you can use the standard format provided by QuickBooks Online in a new invoice layout. 

We're still collecting feedback and recommendations on the new invoice experience. Please communicate your suggestions or feature requests to our product developers. They will consider it and may include it in future updates. Here's how:

1. Click the Gear icon, then select Feedback.
2. Type in your feature request.
3. Click Next to submit.

You'll want to learn how to personalize the data of your templates within QuickBooks. Check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online. 

Moreover, each time your customers pay their invoices, you'll have to record their payments to mark them as paid to ensure your accounts are balanced.

If you have any further questions or require assistance managing your invoices and any other task of QuickBooks, please don't hesitate to add them below. I'll be here to lend a hand.

This is NOT a solution. Its a workaround that makes us lose all functionality of the new templates. Why can't you just add the option to remove products/services from the new modern default Template? Clearly this is something that many people want. 

I guess no one has found a fix for this problem ? 

I am having the same issue. I don't need my customers seeing the internal descriptors of my Products\Services. I also don't like that the payment due date field won't allow a date prior to the invoice date. I know this might sound odd, but our invoice date is the first date of training and payment is due 14 days prior to the training date. We should be able to choose any date we want and not receive error messages. This new forced layout is a nightmare!

I can imagine how you'll want your customers not to view the descriptions of your Product and services and be able to choose the due date on the invoices, PWA2.

For now, having the option to either only show the Product & services item or the Description field on your customer invoice is unavailable. As an alternative, you'll want to send a request to let our product team know how this is useful for your business. To do so, follow the steps outlined below:
 

1. Go to the Gear icon, then Feedback.
2. Enter your comments or product suggestions. Then click Next to submit feedback.

This goes to our Product Development team to help improve your experience in QuickBooks Online. You can also track feature requests through the QuickBooks Online Feature Requests website.

On the other, QuickBooks Online (QBO) lets you choose a specific due date by adjusting the terms. I've added a screenshot for your guide:
 

Learn how customers add links so they can pay you online. I've got this article for more details: Take and Process Payments in QuickBooks Online with QuickBooks Payments. 

You can always drop your reply below if you need further assistance with invoices. Remember, the Community is always here to help you all the time. Have a nice day!

Sorry,

You did not understand the issue. I am proficient in how QBO and QBD work. Your product moves the due date into the future no matter what terms are selected. Our invoicing process has the due date prior to the date of the invoice.

Also, this is the old layout that you screenshot, not the new forced layout coming in May. Not helpful.

If you follow the instructions below and use the "custom template"  the functionality is still not working correctly.  When you email the invoice to a customer and they click "Review and Pay"  then click "View invoice" they see the modern version of the invoice with the Product and Service.  They do not see the custom template that you want them to see.  This is a defect.  The system is not operating as it is expected to operate according to this post.

@edemery There is not going to be a "fix" to this issue. Quickbooks knew about it as early as last year when they first started rolling out the new invoice. In fact, go ahead and search on this forum and you will find several threads specifically complaining that invoices will not work for customers without the option to hide columns.

Quickbooks was aware. Quickbooks forged on anyway. To their programmers, this is not a bug, it a feature and there are currently no plans to implement the option to remove columns on the new invoice layout.

If you've found that you've wasted a lot of your time trying to make up workarounds for Quickbooks' awful new layout, you might find that your time might be better spent researching what other accounting software would be more stable and functional for your business. 

Freshbooks is a simple option. Wave, Xero, Zoho, and Netsuites will provide you with more all-encompassing features.