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krispykickzsneak
Level 1

I have created a custom invoice however it does not load when i am invoicing a customer, i have already set is as default. How can i get this to load?

 
1 Comment 1
JasroV
QuickBooks Team

I have created a custom invoice however it does not load when i am invoicing a customer, i have already set is as default. How can i get this to load?

I'd be delighted to help you use your custom invoice, @krispykickzsneak.

 

I can provide some insights on how to isolate and fix this issue. I'd suggest logging out and logging in to your QuickBooks Online (QBO) account to refresh the system and for the changes to take effect.

 

If this is not the case, I propose accessing your account via a private or incognito window. This way, we can easily verify if this issue is caused by stored cache files.

 

The browser uses cache to swiftly load web pages faster the next time you visit. Too much of it causes issues that can affect the performance of your account. Using a private window helps us verify the issue as this doesn't store cache.
 
To open a private window, you can refer to these keyboard shortcuts: 

 

  • Press keys: Ctrl + Shift + N (Google Chrome browser)
  • Press keys: Ctrl + Shift + P (Mozilla Firefox & Microsoft Edge browsers)
  • Press keys: Command + Shift + N (Safari browser)

 

If you're able to use your customise invoice template, I recommend going back to your regular browser and clear its cache to refresh the system. If the issue remains, I propose using other supported browsers. This way, we can check if this is a browser-integrated issue.

 

Once everything is all set, feel free to utilize this article for reference in handling your customer payments: Record invoice payments in QuickBooks Online.

 

You're always welcome to get back to me whenever you have further questions about customizing invoices. I'm always here ready to back you up! Keep safe and have a good one!