Invoice format problem

I appreciate your time calling our support, GBE.

Our engineering team is still working on this issue. We will give you an update once this is resolved. Since you had contacted or customer care, you will be notified via email once our engineers solved this concern.

Thank you for your patience.

Are you using estimates and creating invoices from those estimates?

There is a pretty substantial discussion about that problem here.

https://quickbooks.intuit.com/community/Reports-and-accounting/Custom-invoice-template-not-being-app...

Unfortunately there are issues with both workarounds that people (customers NOT Quickbooks themselves) came up with on our own.  

Good luck!

Yes, it is the same problem. Thank you.

As I had mentioned previously, I think Intuit has reached a critical mass for their online users and they are generating a substantial revenue from it. Fixing problems does not appear to be a high priority item for them.

Why is this problem listed as "solved"? It is not solved. Several of the reports such as Invoices and Credit Memo's are now screwed up in my version after working fine for over 2 years. What? This problem is not solved.

Hello there, Dave59,

Do you see an error on your customized sales templates or does this happen when running a report?

Let's try basic browser troubleshooting steps to check if the problem is browser related. Let's start accessing your account via a private browser or incognito. Here's how:

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

If it works, then we need to clear your browser's cache to optimized your browser performance.

If the same thing happens, I recommend using another supported browser.

Let me know how it goes so I can assist you further.

This issue has yet to be resolved!! One of my customers pointed out that the estimate format was delivered in a plain text format. There wasn’t any work description or company header. Just a cost for the job!! Looks unprofessional. Is anyone else having this issue with QB online??? 

I can help you resolve this sales format in QuickBooks, @Robelectric.

As long as the templates and form settings are set up appropriately, descriptions and headers should be displayed in the right place.

When sending sales transactions such as invoices and estimates, you’ll want to make sure the email option is set to full details and Online invoice. Once the customers receive them, the information is matched with the time you created them.

Here’s how:

1. Select the Gear icon and then click Account and settings.
2. Choose the Sales menu.
3. Under Online Delivery, hit the pencil icon.
4. Select the following:
   • Show full details in email
   • Online invoice
5. Press the Save button.
   

You’ll want to ensure also the needed details under the template content are marked. Let me show you how:

1. Go back to the Gear icon, then select Custom form styles.
2. Select the template, then hit Edit.
3. Under Content, select the part of the form that needs to have details, then put a checkmark each.
   
   
4. Press Done after.

In case you want to create scheduled recurring transactions in QuickBooks, you can check out the article to learn more. This gives you visibility into future cash flow as well as the ability to send reminders to clients before the transaction date.

If you have other concerns or need further help with the sales forms, let me know by adding a comment below. I'll be right here to help whenever you need one.