Can I get my old invoice form back?

I understand the importance of switching back to the old layout for your invoices in QuickBooks Online (QBO), JO102638dk. I'm here to share insights about this.

If you're using the Essential or Simple Start plan, the option to switch back to the old layout is unavailable as we've rolled out this new invoice experience. However, if you're using Plus or Advanced, you can do so by following the steps below:

1. Go to +New.
2. Select Invoice.
3. At the top right of the form, click Old Layout.

Please take note that after the completion of the migration of Plus and Advanced, all new and existing users will be on the new invoicing experience before the end of May 2024.

For more information, you can refer to these articles: 

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

Just in case you want to personalize your sales forms, you can visit this article for guidance: Customize invoices, estimates, and sales receipts in QuickBooks Online.

If you need further questions about invoices and QuickBooks new experience, please let me know. I'm always here to help. Have a good one. 

However, if you're using Plus or Advanced, you can do so by following the steps below:

Actually, @LeizylM   That's not true, as EVERYONE is being FORCED to switch in just a few days.  

@LeizylM  RE: I understand the importance of switching back to the old layout for your invoices in QuickBooks Online (QBO), JO102638dk... If you're using the Essential or Simple Start plan, the option to switch back to the old layout is unavailable...

So, if it's important, and you understand that, then why is it unavailable? Is Intuit collectively that stupid?

it's one thing to deal with how we enter this info for invoices, it's another with the new layout for the customer.  the new email invoice is terrible.  it literally just says, "your invoice is ready" ... like what is happening?  why take away a good feature for quickbooks?

Hi there, Alexis.

I know how challenging it can be to adjust to a new invoice layout when you're familiar with the old one. If you prefer to use the old email invoice, you can still use the previous email layout to email your customers' invoices, and I'm here to show you how.

The custom form style feature isn't fading away. This means you can still use the previous layout to invoice your customer.

Here's how to handle this:

1. Create or open an invoice you want to email to your customer.
2. Click the Manage button and go to the Design tab.
3. Under the Other templates section, choose the Standard option. (This will use the old layout of invoicing your customer.)
4. Select the Review and Send button. 
5. You'll now see the old email template to send to your customers. Enter the necessary information and select Send Invoice.

You can always manage your custom form styles with the old layout to continue sending invoices to your customers using the layout you prefer.

Why are we switching to the new invoice layout?

We are simplifying our forms to enhance your experience and upgrade the technology behind them, resulting in more features and faster development.

We're always committed to providing you with the best service and experience within Intuit QuickBooks. Rest assured, we'll take note of your feedback about this update. 

If you have further concerns with QuickBooks Online, please don't hesitate to leave a reply below. I'm always here to assist you.

Thank you, this was actually very helpful.  I don't mind inconveniences on my end as much as I do for the customer.  I can work through catching a new groove with getting out invoices; however, I wasn't willing to cause confusion for the customer.

Also, please note** that the uploading file function has big issues with the new layout, it takes sometimes three times to get all the documents uploaded that you want to attach.  I'm speaking to small PDF attachments, that aren't catching on the first go.  Hopefully this will get addressed in your regular bug fixes and updates.

I appreciate the quick response, because speaking on the phone with customer service who have clearly only worked for you guys for 3 days, is not easy - especially being kept on hold for 40 minutes! I should have just posted here from the get-go! 

"With the new version of invoicing and estimates, you can update and personalize your forms as you’re creating them. All the tools you need to customize invoices and estimates are on the form itself."
"Keep in mind that any customizations or logo updates you make on your invoices or estimates will apply to all existing and future invoices and estimates. And any edits to your company info will update your company info everywhere in QuickBooks."

Firstly, why don I need to update and personalize my forms as I am creating them? Isn't that why I have designed a template and designated it as the default version? I don't need to update my invoice as I'm completing it. How much more personal does my invoice need to be? It has my company name and contact info listed. Only thing needed. The invoice is being used with existing clients. I don't need to market to them. 

What idiot in his right mind thought it would be beneficial to allow changes on one form to update every other form across the entire platform for my entire company? That's the whole purpose of having a template and designating a default template. To prevent unwanted changes across the entire platform. If I make a change on an invoice for XYZ company, how do you know that I'd want that same change for JKL company?

BRING BACK THE OLD LAYOUT OPTION! 

This is garbage.  We pay for this service, and we are forced to use your new template because you think you know what is best for the end user.  You are wrong.  It should be an option.  If one customer wants to use your new design, then let them and continue to let your long-time customers use the template they choose.  This is ridiculous.  I've spent far too much time trying to get my old style back with no luck.

I agree, a disaster. I spent so much time creating my template because i need several of them and boom ... I have no way to go back. I dont have the " go back to old layout option".  What will happen in the future is that ewveryone will need to go back to a simpler way of just invoicing  - not attached to a huge program that keeps changing.  - on top of it, just spent 30 minutes, explaining, going "into my account" just to receive a link to this community answer that does not help me. 

There is no button to click on "Old Layout" and what is the purpose of doing so if everyone will be forced to switch? QuickBooks has been making changes that make usage more difficult than making things easier for the user. Concerning the new invoices, when you exit after making an invoice and receiving a payment it does not take you back to customer page, it takes you to the dashboard. Along with due date is not updated according to terms when changing invoice date. The Save button -why is it not an option to keep "Save and Close" or "Save and New" displayed like the old invoices? As well as Receive Payment which use to be at the top of the invoice. Now there is an extra step of clicking on the arrow button! All these little changes & steps add up to inefficiency in productivity. If you want to keep your customers, you have to start listening and improving the updates not making more work for the people using your program.

What can users who do not have access to managing/changing the template formats do to fix the e-mail  problem?    That is above my user permissions and I'm responsible for sending all A/R emails.    

Thank you for taking the time to share your concerns here in the Community space, bosettilawncare. Let me address them for you.

I understand that adjusting to the new invoice layout can be challenging, but I want to assure you that QuickBooks is always working to simplify and improve your experience, and these updates are designed to improve the back-end technology of the forms. Please know that I've taken note of your valuable feedback regarding this update.

You mentioned that making an invoice and receiving payment from a customer's profile isn't working as expected. When you perform these actions, you're being routed to the dashboard instead of being prompted back to the customer's profile. Let's perform some troubleshooting steps to identify the cause of this issue.

First, open your QuickBooks Online company in a private browser. Then, create a test invoice and record its payment from the Customer menu or a customer's profile. If everything works smoothly and you're brought back to the Customer menu or a customer's profile, I recommend going back to your regular browser and clearing its cache. You can also try using other supported browsers.

Moreover, the Save button has a dropdown that will reveal the options to save and close the invoice or to save and create a new invoice. Additionally, the Receive Payment option is now on the Actions dropdown at the right panel. These changes are made to simplify the forms and enhance your experience.

As for KJatWork, I'd like to clarify which email problem you're referring to. In the meantime, I suggest contacting the primary admin of your company to discuss giving you specific permissions.

I've added a link to an article that provides more information on the new invoice experience in QuickBooks: See what’s new with estimates and invoices in QuickBooks Online.

Additionally, 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, please feel free to reach out. We'll be right here for you.

where the f is "old layout". sure isn't in upper right corner. I hate everyone at intuit right now

Why was the "Print Packing Slip" option removed from the invoice and only made accessible by forcing the user to navigate away from the current invoice.

Previously it was literally one click when generating an invoice. Who's bright idea was it to make it more time consuming for the user? Fix this or give the user the option to have the Print Packing Slip option on their invoice screen. So stupid that it was removed.

Here's what you have to do now, how does it make any sense that this is the only option to print a packing slip?

https://quickbooks.intuit.com/learn-support/en-us/help-article/manage-customers/create-print-packing...

Thank you for replying.  I clear the cache consistently as this 1st answer that is given by all QB's reps for any problem. Yes I understand that the SAVE button has a dropdown that will reveal the options to "save and close" the invoice or to "save and create" a new invoice, however on the old invoices "save and close" (or save & send) would stay for the next invoice. Now we have to click the dropdown and then click "save & close." Same with "Receive Payment" -on the old invoice it was on the upper right of the invoice to just click on, now you have to click the dropdown and then click receive payment. How is this simplifying?  I know this may seem miniscule and not an big issue, but when creating numerous invoices, that time adds up and add all the other miniscule changes that add an extra step add up to inefficiency in productivity. These changes are NOT simplifying the forms or enhancing the experience. I could add several more examples, but they do not align with this thread. 

If you want to keep your customers, you have to start listening and improving the updates not making more work by adding extra steps for the people using your program.

At the very least please show the categories associated with the products and services in the dropdown when adding lines to the invoice. 

so, the answer from QB is, no, you cant. no longer available. the rep said, and I paraphrase, if enough people complain, perhaps they will reinstate it.  she doesnt like it either.  so, there ya have it: dont bother searching for the " upper right corner" for the "old layout" option because it doesnt exist. f'ing intuit... every time I get my templates laid out the way I want it, they basically say screw you, we know better. nope. you dont. bite me.

This is helpful but you can only manage the design of the template if you have admin privileges. I want my sales team to be able to send on their own without these admin privileges. Thoughts? How can I allow sales team to change?

Yes, there is a way to let your sales team send on their own without the admin privileges, @Evanfhill. Let me share more information. 

The standard limited customer and vendors role is for users that the Primary admin approves to do things or manage, like customers' sales, purchases, and vendors. There are also cons to this role can't adjust, add, or delete quantity on hand, they can't view bank registers, and last but not least, they can't see income and expense amounts.

You can visit this article to differentiate roles to provide to your sales team: User roles and access rights in QuickBooks Online.

Here's how to change the roles: 

1. Go to the Gear icon.
2. Under Your Company, select Manage Users.
3. Find the User ID of your sales team, and click Edit. 
4. Click the dropdown arrow, and choose the appropriate role you've given to the sales team. 
5. Then click Save Changes.

Moreover, let me share this article to learn about removing authorized users: Add, edit, and remove authorized users.

Keep me posted if you have questions about managing your users. Have a great day, and take care.

Thank you @JoanaC ! My sales team can send invoices. This isn’t the issue.  I want them to have access to change the design of the invoice from the new modern view to a different template. Is this a customizable option for access? 

Reverting to the old invoice layout is efficient. However, certain users are unable to switch back to the old layout. If you're one of these users, I recommend you send feedback to our product engineer. This will allow them to review your request and potentially include it in the next program update. I'm here to show you how.

1. Open your QuickBooks Online account.
2. Select the Gear icon and click Feedback.
3. Fill in your suggestions and then select Next.

 Additionally, I'd like to provide you with this article to learn how to customize sales form templates: Customize invoices, estimates, and sales receipts in QuickBooks Online.

If you have further questions about invoice layout, you can comment below, and we'll respond to you as soon as possible.

Yay! The solution is to submit text to the feedback blackhole.

I dont understand why QB just wants to make disruptive changes to the platform all the time. We have businesses to run, but Intuit seems to think their customers are the QA/UX team. 

RE: We have businesses to run, but Intuit seems to think their customers are the QA/UX team. 

Oh, you definitely are. They appear to be incapable of testing their changes these days and are instead using the "cross your fingers and hope it's not too bad when we release it" method.

NEW INVOICE is 100% garbage no new functionality and they took away old functionality. In other words bend over. Shameful roll out from a company that that takes their customers for granted. The only good course of action is a roll back to the previous version until they properly assess customer feed backand beta test this garbage. Anything less is a signal to look for an alternative (Xero, Netsuite, Shopify Plus).