I am issuing a credit memo and the format on the document when I do a preview is garbled. I can't figure out how to fix it.

I can help you fix this, jeannewe.

Usually, formatting and printing issues in your sales forms are caused by an outdated Adobe Reader/Acrobat. This is the application used by QuickBooks to view, print, and manage your forms in Portable Document Format.

To isolate the issue, you'll want to make sure to update your Adobe Reader to the latest version. Once done, preview the credit memo again to check its format.

if you're already using the newest version, you can try repairing your Adobe installation. It could that some parts of the program are damaged causing formating issues in QuickBooks. Here's how to do it:

1. Close Acrobat/Reader and all open web browser windows.
2. Select the Start button at the bottom left of your screen.
3. Type Control Panel, then press Enter.
4. Select Programs and Features.
5. Choose Acrobat or Adobe Reader, then Uninstall/Change.
6. In the Setup dialog box, click Next.
7. Hit Repair, then Next.
8. Select Install, then click Finish when the process is complete, 
9. Restart your computer.
10. Log back into QuickBooks Online, then try to print and preview the credit memo.

However, If the issue persists, you may need to uninstall and reinstall Adobe Reader/Acrobat.

In addition, here's an article that you can read to learn when to give a credit memo or delayed credit to your customers: Create and apply credit memos or delayed credits.

You can always tap me if you have any other concerns or further questions about this topic. Assistance is a comment away.

Hi jeannewe,

Hope you’re doing great. I wanted to see how everything is going about the issue in your credit memo last week. Was it resolved? 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!

Mine is not due the the acrobat. its auto choosing the Standard template and we want to choose the My Invoice Template but there is no option to.

Thank you for joining the thread, @Cmckay.

The standard template might have been assigned as the default which is why it is auto-choosing as the template for your invoice. This is why make sure you'll set the My Invoice template as the default.

Here's how:
 

1. Go to the Gear icon
2. In the Your Company column, click Custom form styles.
3. In your list of Custom form styles, below the Action button and beside My Invoice Template, click the Dropdown arrow.
4. Select Make default.

Once done, check if the Standard template if its still auto-choosing.

If so, can you send us a screenshot of what appears on your end, to check the exact error you've encountered?

While waiting for our response, you can also try logging into a private browser to check your invoice templates. Sometimes, a history stored in a regular browser causes unexpected errors in the program.

For shortcuts, you can use these keyboards:

• Google Chrome: press Ctrl + Shift + N
• Mozilla Firefox: press Ctrl + Shift + P
• Safari: press Command + Shift + N

Once signed in, try creating an invoice and check if the My Invoice template is already assigned as the default if it is working. I recommend clearing your browser's cache, you can check the link clear cache and cookies to fix issues when using QuickBooks Online to refresh and clear the website preferences that might have caused the issue.

Also, other supported engines can be used to check what computer and browser are suitable for the best experience in QuickBooks.

You might want to learn how to create a progress invoice template, you can read through this article: Set up and send progress invoices in QuickBooks Online.

If you need additional assistance with invoice templates, feel free to post again in the Community or reply to this post. I'll be happy to lend a hand. Have a good one!