This is a real mess.  Trying to create a template is confusing.  Why can't I create a template in Modern View????   Really.  Trash this mess!!  Start over.  

Am I supposed to click on "Standard" under other templates?  Is this still the "modern" view?  No one is being clear about this.  

Hey suzannek1,

Thank you for connecting with us! I would love to assist here. If you are trying to create a new template, follow the steps below:

1. Go to the Gear icon and select Custom Form Styles
2. From there, select the option New Style.
3. Choose Invoice, 
4. Add your touches and save them.

If you would like to edit your Standard template, which is your Default setting, you can select edit and make changes there as well or leave it as is. For more information about these features, check out the article below.

• See what’s new with estimates and invoices in QuickBooks Online

Let me know if you need further clarification, I will be around. Take care. 

None of this affects the "modern" invoice.

Hello,

I have followed these instructions...but still when I email my customers their estimate, they are able to see a different version of the estimate even I selected the template that I created.  Please advise when this will be fixed.

Kara

I appreciate you for bringing this to our attention, @kschondorf.

We've received similar cases or reports regarding the issue of the estimate template. With this, I recommend contacting our Phone Support team so they can add you to the list of affected users. Here's how:

1. Go to the Help icon in the top right-hand corner.
2. Select Search, then press the Contact Us button.
3. Enter your question in the box and hit Continue.
4. Please choose the best way you'll want to reach out to us.

They can accommodate you Mondays to Fridays from 6 AM to 6 PM PT and Saturdays from 6 AM to 3 PM PT.

To learn more about the new experience and get answers to your questions, check out these articles:
 

• See what's new with estimates and invoices in QuickBooks Online
• QuickBooks invoices and Estimates FAQs

If you have any further questions or need additional assistance managing your estimates in QuickBooks Online, please don't hesitate to reach out. I'm all ears and ready to help you make the most out of your accounting experience. 

Also, is there a way to apply the "Standard" version to all invoices?  Or do we have to do this for each and every invoice?

It's nice to welcome you back in the thread, Suzanne. I'll guide you through the process of applying the Standard version to all your invoices.

After following the steps given by my colleague in creating a template, you mentioned that none of it affects the "modern" invoice. To fix this, you'll need to ensure that the new design you created is marked as default for it to be applied. Please refer to the steps below:

1. Go to the Gear icon and select Custom Form Styles.
2. Find the design you made and click the Dropdown Arrow beside it.
3. Tap Make Default.
   
   
   

Regarding the Standard version, this is the default form style in QuickBooks Online (QBO). If you haven't created other templates, this will automatically apply to all your sales forms. However, you also have the option to customize this.

If you set other templates as default, you can remove them as default so that the Standard version will be applied to all your invoices. This eliminates the need to do this for every invoice you create. Here's how:

1. Select the Gear icon and choose Custom Form Styles.
   
   
   
   
2. Locate the template set as (default) and click the Dropdown Arrow beside the Edit button.
   
3. Hit Remove As Default.
   
   
   

I can help you further if you need clarification about customizing your invoice templates, suzannek1. Just get back to me in this conversation by clicking the Reply button. Thanks for dropping by!

Looks like it may actually be possible now to turn off Product/Services using the modern template but the implementation is horrible. I have to enable the field to be able to properly create my invoice but then need to disable the field before I send the invoice to my clients. Adding these extra steps is very time consuming. 

I hope they get this resolved sooner than later. 

CAN WE PLEASE GET AN UPDATE!?!?!?!?! 

Its very time consuming turning "Product/service" on to create the sales form and then having to turn it off again before sending the sales form. Not to mention it is HORRIBLE when you forget to turn it off before sending out an email. Clients DO NOT NEED to know our internal coding/naming. 

Something so easy to use on the old system has been broken for far too long now. 

I can only imagine what you've been through, @herbie1057.

I recognize how beneficial it is for you to conveniently manage your Product/Service before sending out an email to your customers in QuickBooks Online.

I understand that manually turning on/off the Product/Services would consume a lot of your time. As a workaround, I suggest following the steps provided by my colleague above to create a template that allows you to choose the elements you want to include in your invoice and arrange them to suit your needs. Setting it as default will give you more control over the final output and allow you to tailor it to your requirements.

Once you've completed this process, you can go to the invoice and select the style you created/edited. You can also preview the invoices before printing them. Additionally, even if you toggle the Products/Service button off for your invoices, the column will still show. However, once you email it to your customer, the Product/Service column won't appear.

This is what your customer will be seeing once you set the default custom template that you created and email it to them: 

I understand how this feature would help you efficiently manage your business in QuickBooks Online (QBO). Currently, we don't have a specific timeline for implementing the feature that allows users to turn off/on Products/Services and will automatically operate before sending out an email. Therefore, I encourage you to submit feedback to our Product Developer team. Your suggestions are highly valuable to us, and we will consider them while making product updates.

To submit your suggestion:

1. Select the Gear icon, then choose Feedback.
2. Type in your product suggestions.
3. Select Next to submit.

Additionally, you can refer to these articles to learn how to add links for your customers so they can pay you online, also, to know about the new updates and manage your transactions in QuickBooks:

• See what’s New with estimates and invoices in QuickBooks Online
• Take and Process Payments in QuickBooks Online with QuickBooks Payments. 

Should you require additional assistance with managing your sales form or any other concerns regarding QuickBooks, leave a comment below and I'll get back to you right away. Stay safe, @herbie1057!

That’s exactly what I’ve been doing.  Turning on products and services, create form then turn off.  A couple times I forgot to turn it back off as well. These responses from QuickBooks are worthless.  Must be AI not really listening!k