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wayne-musgrave8
August 5, 2023
Question

Invoice format has changed

  • August 5, 2023
  • 5 replies
  • 0 views
What the heck happen, invoice format has changed
Are they working on the site

5 replies

S
SirielJeaBModerator
Moderator
August 5, 2023

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:

 

 

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!

C
cgk114
January 8, 2024

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.

S
SMarg
March 5, 2024

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.

J
jeanbiverly_
March 5, 2024

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.

    S
    SMarg
    March 6, 2024

    It worked!! Thank you!! 

    A
    Aldren18QuickBooks Team
    QuickBooks Team
    March 6, 2024

    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.

    J
    jazzarch
    April 16, 2024

    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.   

     

     

    J
    JuliaMikkaelaQ
    Level 2
    April 16, 2024

    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. 

    B
    Brad-factor110
    May 15, 2024

    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.
    ShyMae
    ShyMaeQuickBooks Team
    QuickBooks Team
    May 15, 2024

    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. 

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