Custom invoice isn't showing content I've added under "Message to customer". Instant preview shows it, but the "Preview PDF" does not show it as well as print method.

We want to ensure that all the details are adequately shown when the transaction is generated, BETTERhome.  We're here to assist you in resolving the issue with the custom message on the invoice.

I'd like to know about the steps you have taken so far. Have you attempted to create a new template to verify if the message appears correctly? This will help determine if the problem is specific to the template you are currently using.

Additionally, ensure to set the customized invoice as the default template. Refer to the screenshot below for visual reference.

I'd also like to share a couple more articles about customizing sales forms in case you might be interested in using them: 

• Add, Customize, or Remove Logos on Sales Forms 
• Customize Invoices, Estimates, and Sales Receipts in QuickBooks Online 

Lastly, I've got you these helpful articles you can read for ideas about how you can manage your customers and sales transactions: Income and Expenses for QuickBooks Online.

Feel free to provide any updates and inform me if the message is now appearing. Additionally, don't hesitate to reach out if you require further assistance.

Tried creating another template from scratch and setting to default.  Still happening.  See below screenshots.

Preview:

actual:

I appreciate you getting back in the thread, BETTERhome.

Let me add information regarding customizing invoices in QuickBooks Online.

The changes made when customizing invoice templates will only apply to new invoices, where it will not update the existing ones. Therefore, the message added to your template will not appear on the invoice you pulled up if it was created before updating or creating the template.

In this case, you can delete  and recreate the existing invoice if you want to implement the changes from the customized template on that specific transaction. However, it's not recommended if the invoice was already paid through electronic payments.

On the other hand, you might want to scan these resources to gain valuable insights into your business finances:

• Run reports in QuickBooks Online
• Customize reports in QuickBooks Online

Don't hesitate to add a reply on this thread if you have additional questions about customizing invoice templates or other related concerns in QuickBooks Online. We'll be around to help.

That was it!  Thank you.  Just needed to create a new invoice for the template to go into effect

It worked!  Created a new invoice and the new template worked great.  Thank you!

That's good to hear, BETTERhome.

On behalf of my colleague, it's our pleasure to help you customize and show the message in your invoice templates. Please know that your concerns are our utmost priority.

If you have any other questions or concerns, please don't hesitate to reach out to us here in the Community space. We're always happy to help! Have a fantastic day and stay safe out there!