My custom invoice template is not rendering when I publish an invoice. Looks fine in template folder.

Hello there, @johnwood.

You'll need to make sure that your customized template is set as default. And I'd be happy to walk you through the steps.

1. Go to the Gear icon.
2. Select Custom Form Styles.
3. Choose the name of the template, then click the drop-down button under Action column.
4. Select Make default.

You can also consider this option by selecting the customized template in the Invoice page. Here's how:

1. Click the Plus (+) icon, then select Invoice.
2. In the lower middle part of the Invoice, click Customize.
3. Select the created template.

Once done, all of your printed invoices will be the same as your customized invoice template.

You might also want to read this article to learn more about importing custom form style: Import Custom Form Styles for Invoices or Estimates.

Please keep me posted on how things go with this. I'm here anytime you need further help in customizing template.

Hey Thanks for the reply. It has been working fine up until last software upgrade. See attached snapshot. Not sure where to go from here!

..and the invoice template is selected. It just does not seem to want to render to the template anymore.

Hi @johnwood, 

Let’s perform some steps in order for your invoice to render your customized template.

You would need to re-create your template and follow the steps provided by my colleague @MarkR to set it as default, then print a dummy invoice to check if it’s really reflecting the template.

If you’re still encountering the same result, you would need to update your PDF viewer or Adobe.

Please refer to this article for more information: How to Update, Repair, or Re-install Adobe Reader/Acrobat.

If you have other concerns, feel free to post again.

Thanks for the reply!

Problem was solved thanks to one of your Technical Managers who I was able to get on the phone. It seems that after the last update that either there was a change to the process between estimates and invoices or the update caused an auto check on with Progress Invoices, either of which made it impossible to convert an estimate to an invoice using a custom invoice template. By disabling that feature, I was able go about business-as-usual.

Thanks!

John

I'm having the same issue - intermittently. And it's not always associated with invoices that are generated from estimates.

Even if it was, shouldn't this bug be corrected so we can use custom templates regardless of whether or not an invoice is related to an estimate?

Hey @AO,

I understand that this should be taken care of. But we are striving hard to make sure that our customers enjoy the product that we offer.

You always have the option to choose the template you want to use for your invoices by clicking on the Customize button. Here's how:

1. Click on the Plus (+) icon.
2. Choose Invoice.
3. Enter the necessary information.
4. Click on Customize.
5. Choose the template you want to use on the invoice.

You can preview the invoice by clicking on the Print or Preview button. This way, you'd see how the invoice would look with the template you used.

Please let me know if you have any other concerns. I'll be here to help.

'Click on Customize'. Try it yourself, it doesn't work either.

For example, in the custom template rename the column names in the middle table and try your best to apply those to an invoice. The workaround is not working.

Thanks!

I've clicked the Customize button on the invoice screen, and it's working, @ksapexllc. Rest assured that I have additional steps you can perform to apply the correct custom template to your invoices. 

There may be outdated files on your browser that have caused performance issues in QuickBooks Online (QBO). That's why the Customize button isn't working on your end. 

I'd first recommend signing into your QBO account through a private browser. It doesn't store data in the cache. Thus, it's a great way to isolate browser-related issues. If you're using Mozilla Firefox or Microsoft Edge, press CTRL + Shift + P on your keyboard. For Google Chrome, hit CTRL + Shift + N. Press Command + Shift + N if you're using Safari. 

Once logged in, go back to the Invoice screen. Then, choose the appropriate template in the Customize button as seen in the screenshot below. If it works, go back to your default browser. Then, clear its cache. This will help us remove junk files to prevent the unusual behavior on the browser. However, if the issue persists, please use a different browser. 

Additionally, you can go back to the Custom form styles page. It helps you easily manage all your templates in one place. From there, you can preview your existing template as PDF, edit, rename, delete, or make it default. The screenshot below serves as your visual guide. 

Please know that I'm here anytime you have other concerns. Take care always, @ksapexllc.

Why can I not see customize at the bottom of an invoice when I have created different invoice templates. 
Thanks

I appreciate you for joining this thread, @Anita68.

We can follow the troubleshooting steps shared by my colleague RaymondJayO above to open your account through a private window. This way, we can identify if it is a data issue. Browser cache does help speed up your web browsing, but sometimes this data may be corrupted and can cause problems in QuickBooks. 

Here's how to open it:

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

If it works, you need to clear your browser’s cache. Here’s an article to help you with the process: How do I clear my browser cache and temporary Internet files?  However, if you still encountered the same thing, I'd suggest using a different supported browser. 

Additionally, here are some articles that you can read to help manage your invoices in QuickBooks Online:

• Customize invoices
• Email or print an invoice
• Import Custom Form Styles for Invoices or Estimates

Please let me know if this works for you. I'll be sure to keep an eye out for your response. You can reach out to the Community any time you need a helping hand. Take care and have a wonderful day! 

i have tried it but it don't work
suggest me some other way

Joining you here to help make sure that all template details are shown correctly, hamidtariq77.

Another step that can resolve the issue is to create a different template and check if you're getting a similar result. Here's how:

1. Go to the Gear icon and select Custom form styles.
2. Click New style and select Invoice.
3. Enter all the details that you need and save it.

Aside from that, you also need to make sure that your Adobe app is updated. QBO uses this app when printing your sales form templates. Please refer to these articles for more information:

• How to Update, Repair, or Re-install Adobe Reader/Acrobat
• Check the Adobe website for detailed instructions.

Just in case you're still getting the same issue, I recommend reaching out to our support teams via phone or chat. They can take a closer look at your template via screen share to determine what's causing the issue. Here's how to reach out to them:

1.  Click the Help menu in the upper-right hand corner of your QBO account.
2. Type in "Talk to a human" in the chatbox, then press Enter.
3. Select Get help from a human.
4. Click Chat with us or Have us call you.

Visit us again and post more questions in the forum if you still need help with QBO. 

I can't save it as my default invoice.

I can see you're trying to set a template as default for invoices in QuickBooks Online, @James Miller. I'm here to help you sort things out.

Did you follow the suggestions and troubleshooting methods from my colleague's earlier post? If not, I recommend going through the process of making a different template and seeing whether you're receiving the same outcome.

On the other hand, if you've completed it and are still experiencing issues, I suggest contacting our Customer Support team. They can investigate this further and provide you with the best response answer to your concern. Here's how to contact support:

1. Log in to your QBO account.
2. Click on Help (?).
3. Choose either tab to start:
   • Assistant: Receive prompt, customized responses. Choose one of the offered answers, or enter your concern.  You can still Talk to a human being if you feel that you require more assistance.
   • Search: Directly search the knowledge base for QBO, or choose Contact Us to find a way to get in touch with us.:
     • Start a chat
     • Get a callback 
     • Ask the community

Also, take note of their support hours to make sure they're available for help.

Here's how you can handle invoice payments in QuickBooks, feel free to browse these articles:

•  Record invoice payments in QuickBooks Online
• Find out when QuickBooks Payments deposits customer payments

You can always get back to us. We're here to back you up if you have other concerns with sales forms or QuickBooks.  Keep safe and don't overwork yourself.