Question

Can I get my old invoice form back?

Forum|Forum|2 years ago
May 1, 2024
28 replies
85 views

QuickBooks Online

QuickBooks Team

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:

Go to +New.
Select Invoice.
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:

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.

A

alexis215

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?

M

Mark_AG

Level 1

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:

Create or open an invoice you want to email to your customer.
Click the Manage button and go to the Design tab.
Under the Other templates section, choose the Standard option. (This will use the old layout of invoicing your customer.)
Select the Review and Send button.
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.

B

bosettilawncare

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.

B

briannatsp

THIS. The new invoicing system is SO much more tedious and inefficient. I can no longer just scroll halfway up the page and click "enter credit card details". I now have to try to search like an idiot to even find how or where to enter them, then I have to go to a completely different screen to enter payment details. But guess what? When it takes me to the new screen, I can no longer see the customer's address...which I need to input when I'm manually entering credit card info. So now when I'm taking phone orders and I ask the customer for their address, I then go to the screen where I can receive the payment, and I have to ask them for it AGAIN.

The new template also looks terrible and doesn't fit the same amount of characters per line where our business info is, so instead it just splits our phone number in the middle and puts half of it on the second line. That is so wildly unprofessional.

S

Suzi Qui

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.

R

ROCK5567

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).

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