My invoice layout will not update.

Hi, @aw05925.

Thank you for reaching out to the Community about this. 

A cache-related issue is likely causing you to switch back to the old invoice layout. In this case, let’s do some troubleshooting steps to fix this.

We can use a private or incognito window to rule out cache issues 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

Log in to your QuickBooks Online account then switch to the new layout. When it works, you can clear the browser's cache. This removes the webpage data that’s causing the issue.

You can also add Intuit as a trusted site to ensure all Intuit-related browser plugins are working properly. 

Although, you can use other supported browsers to use the new layout.

Also, I’m sure these articles will help you manage your invoices in the future:

• Record invoice payments in QuickBooks Online
• Convert an estimate into an invoice in QuickBooks Online

Please feel free to reach out again if you have any follow-up concerns. I'm here to assist.

Hello.

I am having the same issue, and cleaning cache didn't make it work.

I has been like this for a while. Some days it works, some days it doesn't.

Any other recommendation on how to get it to work?

Thanks

I appreciate you joining this thread, and considering the steps shared by my colleague above, ctmontoya. I'm here to provide further details.

Our engineers are currently investigating the issue of the invoice layout reverting to the old experience instead of remaining on the new experience.

For now, I recommend contacting our Support Team to add your company details to the list of affected users. Rest assured we will provide an update once information is available. Here's how:

1. Within your QBO account, go to Help in the upper-right corner.
2. In the Search tab, click Contact us.
3. Enter a brief description of your concern.
4. Click Continue.
   

While waiting for a resolution, you can read through this article to explore the new estimates and invoices in QuickBooks Online: See what's new with estimates and invoices. This article also contains additional links that provide information about the new layout.

Be sure to post in the Community if you have other questions about invoices and QuickBooks new experience.

I have the same issue. How do i fix?? it woked fine for a couple days then stopped. i thought the old layout was going to unavailable.

Im having the same issue also. worked for a couple days then went back to old layout. according to the email the old template would be unavailable. THAT DOES NOT SEEM TO BE THE CASE.

I cannot even begin to imagine how hard this experience has been, @Greenlight signs. 

I deeply understand the importance of working with features we're comfortable with. 

After carefully checking my resources, we have an ongoing investigation about the invoice layout automatically switching to the old display after updating it. With that, I recommend contacting our support team. By doing this, they'll get your account information securely, and you'll be listed as one of the affected users. And will be notified about the progress of the investigation accurately.  

Here's how: 

1. Go to the Help icon, then select the Search tab. 
2. Choose Contact Us. 
3. Enter a brief description of your situation in the What can we help you with? area. 
4. Click Continue, then choose Chat or Callback. 

For us to ensure you'll reach our support team, visit this article: QuickBooks Online Support. 

Additionally, I've added this article about processing customer's remittances: Record invoice payments in QuickBooks Online. 

Please let me know if you have more questions about different features in QuickBooks Online. You are more than welcome to leave a comment below. Stay safe. 

Same problem. Still does not work in incognito. 

Hello there. We're aware of the relevance of streamlined processes in managing invoices.

The ongoing investigation of the invoice layout automatically switching to the old display after updating it is still in progress. We suggest contacting our Live Support Team to be included in the list of affected users. We're unable to give an exact timeframe for resolving this issue. However, rest assured our engineers are doing their best to fix the problem. 

To contact support:

1. On your QuickBooks Online, click on Help (?).
2. Click either tab to get started: Assistant or Talk to Human.
3. Search Contact Us, then Start a chat with a support expert.

Refer to this article if you want to personalize the data of your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

I'm available around the clock to provide any details you need help with. Simply comment down below or create a new post again. We look forward to assisting you.

I was testing a new invoice layout and I added "test" after the invoice number to differentiate from the real invoices and now "test" shows up on all of my new invoices. I can manually delete it from each invoice but how can I remove it from even appearing? I spent 45 minutes on the phone with an expert last night and we couldn't figure it out. I've checked Custom Form Styles and anything else that looks like it could help. Clearly, I changed the form layout in some way but when I go to the master invoice form, it's not there, only when I click on "Create Invoice". Can anyone advise? It's a frustrating little thing but I don't want to have to manually remove it each time nor accidentally send it to a customer. Thanks in advance. 

I've been having the same issue - Was there any resolution to this?  It's not cache related.

Mine was fixed last week. Seems to be working fine now

I understand how convenient the new invoice layout is, david_schott.

I've checked our records and there's no reported case where the invoice layout automatically switches to the old display after updating it. Since the recommended solutions are not working on your end, I recommend reaching out to our Technical Support Team. They'll pull up your account in a secure environment and investigate what's causing this issue. To reach them, follow the steps below:

1. Sign in to your QuickBooks Online company.
2. Select Help (?).
3. Select either tab to get started:

• Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
• Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.

For more details and support hours open this article: QuickBooks Online Support. Once it is resolved, you can switch back to the new experience. You can follow the steps below: 

1. Go to the + New.
2. Choose Invoice or Estimate.
3. Once done, click Try the new invoices.

You can switch to either the old or the new experience at any time. QuickBooks saves all the info from your previous estimates and invoices to ensure that you don't lose your work. Also, when you change between the new and old experiences, the design shown to your customers will change.

Once everything is set, you might want to utilize this link for reference in seamlessly managing your receivables: Record invoice payments in QuickBooks Online.

Please bear with us as we're working to resolve this. In case you have any additional questions about invoices, you're always welcome to post them in your reply. I'll be here to answer them for you. 

Still happening.... Nothing like $200+/month and Intuit can't get write quality code. 

Mine's still happening.  I've spent hours on the phone with QBO, and finally gave up.  They have no clue.

I understand the inconvenience you've faced, and your concerns are valid, christophers and david_schott. We will bring this issue to the attention of our management team to improve our customer service.

As per checking, I've found an ongoing investigation (INV-98694) about invoices and estimates that show a new layout and then revert to the old one automatically in QuickBooks Online (QBO). Rest assured that our engineers are working to fix the issue as soon as possible.

With this, I recommend contacting our support team for you to be added to the list of affected users and receive email updates.

Here's how:

1. Log in to your QBO company.
2. Select Help (?).
3. Click Contact Us and choose a way to connect with us:

• Start a chat with a support expert.
• Get a callback from the next available expert.

In addition, I've added this article in case you want to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QBO.

If you have further questions about the new update layout in QBO, please don't hesitate to reply to this thread the Community is here 24/7.

Why don't YOU add us to the list so I don't have to sit on hold with "premium support" to do this? 

Why has it taken 4 months and there is STILL no solution? "Rest assured that our engineers are working to fix the issue as soon as possible." << I doubt it. It looks like some line manager somewhere has said "well, this won't make me look good at review time, so let's just ship half-baked product so I can get hopefully get a good rating." 

Please send this comment to the engineering team. If the team wants to tell me I'm wrong, then let them do so, but I've worked in big tech and I know how it really works, and this isn't being worked at all, it's low-pri or wishlist on some intern's plate. 

I've done the phone thing 2 or 3 times now.  The only thing you get are people who say "Rest assured that our engineers are working to fix the issue as soon as possible."  

I'm kind of over it - it isn't worth wasting my time, but it sure leaves a bad taste in my mouth...

I'm actually working on a transition to NetSuite for both of the companies using QBO Advanced. I can't even get QBO to remove the signature line on POs... this isn't 1997.

Thanks for joining the thread, @christophers.

Customizing forms in QuickBooks Online (QBO) is only applicable in sales forms. We can't customize PO forms. If you want this feature to be added in QBO, I'd recommend sending feedback. This way, our Product Engineers might consider adding this feature in future updates.

Here's how:

• Go to the Gear icon and select Feedback under Profile.
• Enter your product comments and suggestions, then click Next to submit.

Also, you'll want to check this article I've added to learn how to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Feel free to go back to this thread for customizations of forms and any QBO matters. Keep safe. 

I have many times. QBO doesn't care. 

Finally found a thread that details the issues I started having. Talked on the phone with support and they added me to a list for their coding teams to work on. Looks like unfortunately this has been a problem for at least 8 months that has gone without being fixed. Very disappointing, these minor bugs that I see throughout the QBO interface makes me go crazy with how much I am paying. Wish I went with another software, I don't have the time to convert everything over to another platform. 

I am also having the same issue. Has anyone had any success with getting this issue resolved? I just got a new computer and thought that might possibly be the issue, but it is still reverting back to the old layout after about 2 seconds of updating to the new layout. So frustrating. It used to work for me. Now it stopped. 

We understand that dealing with the issue regarding invoice layouts automatically reverting to the old display after an update can be incredibly frustrating and disruptive to your financial operations. Navigating these challenges without immediate solutions can feel overwhelming. We empathize with your situation and are here to support you in finding effective ways to resolve this matter.

I am dedicated to providing reliable insight to help you resolve this issue. To do so, we can try signing in to your QuickBooks account using a private browser or "incognito" mode. A private window is a helpful tool for troubleshooting browser-related difficulties because it won't preserve any history. Here are the keyboard shortcuts:

Google Chrome: press Ctrl + Shift + N
Mozilla Firefox: press Ctrl + Shift + P
Microsoft Edge: press Ctrl + Shift + N
Safari: press Command + Shift + N

You can use another supported browser. Possible that your current browser may have a temporary issue with QuickBooks.

However, if the issue persists, I recommend contacting our Customer Support Team. They have the tools necessary to diagnose and resolve the problem. You can be assured that they will work diligently to identify the underlying cause and provide an effective solution. If needed, they may initiate an investigation for further analysis. I will guide you on how to reach out to them, and together we will work to resolve this issue:

1. Access your QuickBooks Online (QBO) company, go to Help (?).
2. Choose either of these tabs:

• Assistant tab and type Talk to a human.
• Search tab and click on Contact Us to connect with a support expert.

3. Select the preferred method of contact (phone or chat).

I don’t want to leave you empty-handed here. I’m adding some links that will guide you on how to receive and record invoice payments. Also, to learn how to personalize and add specific info to your sales forms in QuickBooks Online:

• Customize invoices, estimates, and sales receipts in QuickBooks Online.
• Record invoice payments in QuickBooks Online.

We genuinely appreciate your patience as we work diligently to resolve this issue. Feel free to reach out if you have any other questions or need assistance with managing your invoice layout in QuickBooks. I'm here to help!