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peterphekun-gmai
Level 1

Issues when creating an invoice from a quote. 1. The fonts on of the company is reduced in size. 2. Bank details twice on invoice

 
2 Comments 2
peterphekun-gmai
Level 1

Issues when creating an invoice from a quote. 1. The fonts on of the company is reduced in size. 2. Bank details twice on invoice

Good Morning

I have the following issues with quockbooks online.

 

The font size of the company name and address is reduce when creating invoice from quotes.

The banking details appears twice on the footer and on the invoice.

 Can you please assist to resolve the above issues

 

Thans

 

AlexV
QuickBooks Team

Issues when creating an invoice from a quote. 1. The fonts on of the company is reduced in size. 2. Bank details twice on invoice

Hello peterphekun-gmai!

 

The format when generating invoices depends on your template. Note that QuickBooks Online uses the Airy style for progress invoices. Let's check and customise it if needed. I'm here to help you.

 

Follow these steps:

  1. Go to the Gear icon and select Custom form styles.
  2. Locate the invoice template you're using and click on Edit.
  3. From the Design tab, check the font and adjust it.
  4. Under the Content tab, select the footer section (bottom part of the preview).
  5. Review the Your payment details to see if it was entered twice. Tap Done to save it.

 

In addition, you'll want to update, repair, or re-install Adobe Reader/Acrobat. QuickBooks Online uses this software in generating forms including invoices.

 

If the same thing happens, it's probably due to a browser error. Open an incognito window and check the invoices from there. Here are some of the shortcut keys:

  • Google Chrome: Ctrl Shift + N
  • Safari 11 or newer: ⌘ Shift N
  • Mozilla Firefox: Ctrl Shift P
  • Microsoft Edge: Ctrl Shift P

 

You also want to clear the cache. This is a junk file that causes issues in QuickBooks Online. Lastly, older versions of a browser cause unusual behaviors too. Make sure you're using an updated one.

 

You may check these articles. These will explain more how to make your invoices more presentable and additional details about converting quotes into invoices:

 

Need more help? Let me know by leaving a comment on this post. I'll be here!