This is a real mess.  Trying to create a template is confusing.  Why can't I create a template in Modern View????   Really.  Trash this mess!!  Start over.  

Am I supposed to click on "Standard" under other templates?  Is this still the "modern" view?  No one is being clear about this.  

Hey suzannek1,

Thank you for connecting with us! I would love to assist here. If you are trying to create a new template, follow the steps below:

1. Go to the Gear icon and select Custom Form Styles
2. From there, select the option New Style.
3. Choose Invoice, 
4. Add your touches and save them.

If you would like to edit your Standard template, which is your Default setting, you can select edit and make changes there as well or leave it as is. For more information about these features, check out the article below.

• See what’s new with estimates and invoices in QuickBooks Online

Let me know if you need further clarification, I will be around. Take care. 

None of this affects the "modern" invoice.

Hello,

I have followed these instructions...but still when I email my customers their estimate, they are able to see a different version of the estimate even I selected the template that I created.  Please advise when this will be fixed.

Kara

I appreciate you for bringing this to our attention, @kschondorf.

We've received similar cases or reports regarding the issue of the estimate template. With this, I recommend contacting our Phone Support team so they can add you to the list of affected users. Here's how:

1. Go to the Help icon in the top right-hand corner.
2. Select Search, then press the Contact Us button.
3. Enter your question in the box and hit Continue.
4. Please choose the best way you'll want to reach out to us.

They can accommodate you Mondays to Fridays from 6 AM to 6 PM PT and Saturdays from 6 AM to 3 PM PT.

To learn more about the new experience and get answers to your questions, check out these articles:
 

• See what's new with estimates and invoices in QuickBooks Online
• QuickBooks invoices and Estimates FAQs

If you have any further questions or need additional assistance managing your estimates in QuickBooks Online, please don't hesitate to reach out. I'm all ears and ready to help you make the most out of your accounting experience. 

Also, is there a way to apply the "Standard" version to all invoices?  Or do we have to do this for each and every invoice?

It's nice to welcome you back in the thread, Suzanne. I'll guide you through the process of applying the Standard version to all your invoices.

After following the steps given by my colleague in creating a template, you mentioned that none of it affects the "modern" invoice. To fix this, you'll need to ensure that the new design you created is marked as default for it to be applied. Please refer to the steps below:

1. Go to the Gear icon and select Custom Form Styles.
2. Find the design you made and click the Dropdown Arrow beside it.
3. Tap Make Default.
   
   
   

Regarding the Standard version, this is the default form style in QuickBooks Online (QBO). If you haven't created other templates, this will automatically apply to all your sales forms. However, you also have the option to customize this.

If you set other templates as default, you can remove them as default so that the Standard version will be applied to all your invoices. This eliminates the need to do this for every invoice you create. Here's how:

1. Select the Gear icon and choose Custom Form Styles.
   
   
   
   
2. Locate the template set as (default) and click the Dropdown Arrow beside the Edit button.
   
3. Hit Remove As Default.
   
   
   

I can help you further if you need clarification about customizing your invoice templates, suzannek1. Just get back to me in this conversation by clicking the Reply button. Thanks for dropping by!