Invoice format has changed

Hello there, Wayne! We appreciate you for choosing QuickBooks as your partner in handling your business. We understand that any changes in QuickBooks may affect you and your business with how you handle your program.

We're introducing a brand-new invoicing and quote experience. The new user interface was designed from the ground up to make creating, transmitting, and managing customized estimates and invoices easier. It began in June, with increased availability and new features added. This article contains further information: New invoices and quotes coming soon to QuickBooks.

These articles may be helpful for you to manage your invoices moving forward:

• Create invoices in QuickBooks Self-Employed
• Export transactions and get reports in QuickBooks Self-Employed

If you need additional help with anything related to QuickBooks, please know that we are available 24/7. Feel free to use the Reply button below or create a new post in the Community. Keep safe, Wayne!

You changed the format of the invoices and now my past invoices if I have to send reminders are all jumbled up. Now tax is at the top of the invoices. Are you going to correct this? Also when i marked paid on 7 invoices instead of marking paid on the day I marked it paid it showed up to 26 days ago paid, only one out of the seven was marked paid on the day i marked it.   

Thanks for getting back to us and for the update, wayne-musgrave8.

I want to ensure this matter is addressed timely, manage invoices in QuickBooks Self-Employed (QBSE) and keep your income transactions updated.

Upon reviewing our records, I've found that there's an open investigation regarding your concern. Our software engineers are working diligently to identify the root cause of the problem. We assure you that we are taking all necessary steps to get this rectified as soon as possible.

For now, I recommend contacting our support team. This way, you'll be added to the list of affected users and receive status updates through email or SMS. For a faster transaction, provide this investigation number to our representative: (INV-90648 and INV-89438). Here's how:

1. Go to the Assistant menu.
2. Type in Talk to a human in the Type something... field (twice).
3. Select the I still need a human option.
4. Choose either Message an agent or Get a callback.
   

Additionally, let's perform basic troubleshooting steps. You may have accumulated too much historical data. The reason you're invoices is jumbled. First, let's try accessing your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:

• Chrome: Ctrl + Shift + N
• Firefox: Ctrl + Shift + P
• Safari: Command + Shift + N

If it works, switch back to your regular browser. Then, clear its cache. This way, you can access QuickBooks with a clean slate. You can also use a different supported one.

Let me know if you have other concerns about managing self-employed transactions in QBSE, please don't hesitate to let me know in the comments below. I'll gladly help. Take care!

I am really frustrated by the new invoice format.  You no longer offer the ability to copy an old invoice.  This now takes much longer for me to create an invoice.  Not what I wanted or needed.  Please stop making changes without your customers asking for the changes.

How can I add cc and bcc when sending an invoice with the new format?

All my templates are gone, every time I try to copy an old invoice it gives me the new format.

I can assist you in adding CC and BCC when sending an invoice with the new format, @SMarg. To do this, you can follow the steps below:

1. Go to the Invoices tab.
2. Look for the invoice you want to email and click Send.
3. A pop-up window will appear. Under the To field, you can add CC and BCC.

However, if you can't see the option to add CC and BCC, the issue is likely due to a cache-related problem. If this is the case, you can perform some troubleshooting steps. You can use a private or incognito window to rule out cache problems in your browser. Here are the shortcut keys:

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

Next, log in to your QuickBooks Self-Employed (QBSE) account and add CC and BCC to the email again. If it works, you can clear your browser's cache. This removes the webpage data that's causing the issue. If a private browser doesn't work, you can use other installed supported browsers as another option.

In addition, here's an article that can help you manage your invoices better: Create invoices in QuickBooks Self-Employed.

Just in case you need guidance on tracking your sales tax, check out this article: Manually track sales tax in QuickBooks Self-Employed.

You can always get back to this thread if you have any other concerns besides adding CC and BCC to your emails. We've got your back.

It worked!! Thank you!! 

I'm glad we could provide the solution you were looking for, SMarg.

I've included our View All Help article for your future reference. This resource allows you to explore topics that can assist you in completing your other QuickBooks tasks.

Please know that you're always welcome to post here in QuickBooks Community if you have any other concerns. Wishing you and your business continued success.

format change not working for me.  I can't filter invoices to the Last Month as before. 

I will have to no search out each billable time and add or delete? Really inconvenient and costing me time and patience.   

Your frustration about the new invoice layout is understandable, @jazzarch. Let me share some details about its changes to help you get through your tasks.

Before we start, it seems like you're using the new invoice layout in QuickBooks Online (QBO). 

When adding a billable time in the new invoice layout, you can filter the date period for the suggested transactions. In the new format, the Last month filter option is replaced with the Last 30 days option, which is similar to the other one. You may refer to the image below:

On the other hand, if you prefer to use the old invoice layout, the option to opt out is unavailable for Simple Start and Essentials users. In this case, you can provide feedback to our Product Development team to consider bringing this feature back to the program. Here's how you can send your feedback using the invoice page:

1. Click the Feedback icon on the upper right corner of the invoice page. 
2. Type in your comments or product suggestions.
3. Select Next to submit.

To learn more about the new features in the invoice, you may refer to this article: See what’s new with estimates and invoices in QuickBooks Online.

Additionally, you can personalize the look of your invoices and other sales forms by customizing them to your preference. 

You can reach back to us anytime if you have follow-up questions or concerns about the new invoice template in QuickBooks Online. We're here for you. 

Is there a way to customize the email it sends out?

• Why is the message centered? That looks unprofessional. 
• "Balance Due" runs right into the amount and is a different size font size. 
• Why is the shading behind the payment instructions broken into three separate sections?
• "Pay invoice" needs to be more of a button rather than just highlighted text.

I see you're interested in customizing the invoice email sent out to make them more personalized, Brad.

Currently, this functionality is not possible for both QuickBooks Online and Self-Employed. Since this is essential to your business needs, I recommend sending feedback to our product development team to raise your unique ideas. They will carefully review these and may be considered for future updates. You can submit your recommendations on the invoice page or through the Gear icon. 
 

To submit feedback on the Gear icon:

1. Hover over the Gear icon, then choose Feedback.
2. Type in your product suggestions or ideas.
3. Select Next to submit.

If you're using QuickBooks-Self Employed, refer to this article: How do I submit feedback? 

Your input is highly appreciated, and we truly value your contribution towards enhancing our product.

For future reference, if you have received payment from one of your customers, you can record it in QuickBooks. It will mark your invoices as paid, ensuring that your financial records are up-to-date and accurate.

By sharing your suggestions with our product development team, you can ensure that they will be reviewed thoroughly and may be considered for future implementation. If you need additional help, I got your back.