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kathy.turner
Level 1

Did QB change the way a customer sees an invoice? I have had two customers ask me for the details like the old invoices used to have??

 
3 Comments 3
CharleneMaeF
QuickBooks Team

Did QB change the way a customer sees an invoice? I have had two customers ask me for the details like the old invoices used to have??

The appearance of the sent invoices has always been the same, kathy.turner.

 

Since some of your customers' invoices have missing details, I'd suggest checking the template used for the transactions. Using a different one can change the details shown. I'll show you how.

 

  1. Go to the Sales menu and then select Invoices.
  2. Locate the invoice you've sent to your customers.
  3. Click the drop-down menu under Action, then click select View/Edit.
    Capture1.PNG
  4. Select the Gear ⚙ icon on the Invoice form.
  5. On the Change what your customers see, review the details selected.
    Capture2.PNG
  6. Select the Design section if you'd like to change the colors, font, and logo.
  7. Under the Content section, check the details your customers would like to see.
  8. You can also personalize the message your customers see in the Email section.
  9. After that, click on Done.

 

For more details, please see this article: Personalize and Add Specific Info to Sales Forms.

 

You can also go to Custom form styles from the Gear icon to customize or create sales templates.
Capture.PNG

 

Additionally, I've included these articles that'll help you learn more about recording and managing invoices in QuickBooks Online:

 

 

I'd also recommend adding what details your customers would like to see in the invoice. This way, I'll be able to provide accurate steps to customize the template.

 

Feel free to comment down below if you have any other concerns or questions about customizing invoice templates, @kathy.turner. I'm always glad to help in any way I can.

CharleneMaeF
QuickBooks Team

Did QB change the way a customer sees an invoice? I have had two customers ask me for the details like the old invoices used to have??

Hi kathy.turner,
 
Hope you’re doing great. I wanted to see how everything about checking and customizing your invoice template in QuickBooks Online. Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.
 
Looking forward to your reply. Have a pleasant day ahead!

kathy.turner
Level 1

Did QB change the way a customer sees an invoice? I have had two customers ask me for the details like the old invoices used to have??

I got exactly what I needed.  Thank you so much!! 

Kathy

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