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cohen-joe
Level 1

Is it possible to use a customizable footer on the "new" invoice form. There was the option of customizing a footer on the old invoice form.

This question pertains to Quickbooks Online product, the simple version for the self-employed.
6 Comments 6
chrisxh
Level 1

Is it possible to use a customizable footer on the "new" invoice form. There was the option of customizing a footer on the old invoice form.

+1 to this. 

100% of my payors need a link to my W-9. 

With the old invoice designer this was simple. 

A simple "additional info" field either in the Company information or at the footer of the invoice template would suffice.

jeanbiverly_
QuickBooks Team

Is it possible to use a customizable footer on the "new" invoice form. There was the option of customizing a footer on the old invoice form.

Hi, @cohen-joe. Thank you for reaching out to the Community.

 

Yes, it's possible to use a customizable footer on the new invoice form. To do so, here are the following steps:

 

  1. Go to the Gear icon.
  2. Under the Your Company column, select Custom form styles.
  3. On the upper left corner, click Content.
  4. Choose the footer section of the invoice.
  5. Setup the following menu:
    • Display
    • Message to customer on
    • Add footer text
  6. Hit Done.
  7. After that, locate the customized invoice.
  8. Under the Action column, click the drop-down button near Edit.
  9. Select Make default.

 

Additionally, I suggest the following articles related to invoices that may help you in the future:

 

 

Please feel free to reach out if you have any follow-up concerns regarding invoices. It would be my pleasure to assist you. Have a great day!

chrisxh
Level 1

Is it possible to use a customizable footer on the "new" invoice form. There was the option of customizing a footer on the old invoice form.

Thank you, @jeanbiverly_ !

 

 

Candice C
QuickBooks Team

Is it possible to use a customizable footer on the "new" invoice form. There was the option of customizing a footer on the old invoice form.

Hey there, @chrisxh

 

Thanks for coming back and you're welcome! 

 

If you have any other questions or concerns, don't hesitate to reach back out. Have a wonderful day! 

cohen-joe
Level 1

Is it possible to use a customizable footer on the "new" invoice form. There was the option of customizing a footer on the old invoice form.

Hi, I did as you advised but when I create an invoice using the new invoice layout, there is no footer on my invoices even though it is in the custom form style and set as default. Can you please help?

ZackE
Moderator

Is it possible to use a customizable footer on the "new" invoice form. There was the option of customizing a footer on the old invoice form.

Thanks for getting involved with this thread, cohen-joe.

 

Since your default template's footer isn't displaying on new invoices, I'd recommend checking your browser. It's possible this could have something to do with temporary internet files. Browsing applications store these types of records, but sometimes they can cause issues with certain webpages. You can open a private window and check to see if the default template's footer displays on new invoices.

 

Here's how to access incognito mode in some of the most commonly used web browsers:

 

  • Google Chrome: Ctrl Shift N
  • Mozilla Firefox: Ctrl Shift P
  • Microsoft Edge: Ctrl Shift P
  • Safari: Command Option P

 

If it displays while browsing privately, it's safe to say this problem's being caused by your browser. It can be fixed by clearing cached data and Intuit-specific cookies.

 

In the event screens continue not displaying while browsing in incognito mode, you'll initially want to try switching to another browsing application.

 

Here's a list of supported browsers:

 

  • Google Chrome - version 78 or newer
  • Mozilla Firefox - version 76 or newer
  • Microsoft Edge - version 75 or newer
  • Opera - version 68 or newer
  • Samsung - version 10 or newer
  • Safari - version 12 or newer

 

QuickBooks supports the current and two previous versions of browsers. If you find that you're using an unsupported version, make sure to update it to its latest release. Steps for doing so can be found on the particular company's website.

 

In the event you've found no problems that could be causing this with your browser, you'll want to check the operating system and internet speed you're working with.

 

Here's our recommended operating systems and internet speeds:

 

  • Windows PC - Windows 10, Intel Core i3 or a comparable processor (2013 or newer) with at least 2 GB of RAM, or Windows 10, Intel Core i5 or comparable processor with at least 4 GB of RAM.
  • Mac - OS X El Capitan 10.11, OS X High Sierra 10.13, or newer.
  • Linux - QuickBooks works with Linux, but you'll want to make sure you're using a supported browser and our recommended internet speeds.
  • Internet connection - 1.5 Mbps to 3 Mbps or higher.

 

If you meet our system requirements, but are still not seeing your default template's footer displayed on new invoices, I'd recommend using a different device and/or internet connection. If it continues happening on other devices and internet connections, you'll want to get in touch with our Customer Care team. They'll be able to pull up the account in a secure environment, conduct further research, and create an investigation ticket if necessary.

 

They can be reached while you're signed in.

 

Here's how:

 

  1. Use the Help (?) icon.


     
  2. Click Contact Us.


     
  3. Enter a description of your situation in the What can we help you with? field, then hit Let's talk.


     
  4. Select Start messaging or Get a call.

 

Be sure to review their support hours so you'll know when agents are available.

 

I've also included a detailed resource about system requirements for QuickBooks which may come in handy moving forward: System requirements

 

I'll be here to help if there's any additional questions. Have a great Tuesday!

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