I can see how you want QuickBooks Online (QBO) to work simply with invoices. I'll show you what you can do about this, Mark.
When editing a standard template, you'll have to click the New style drop-down first and select Invoice. This lets you add your standard template and save another template that you can use for your invoices. To do so, follow the steps outlined below:
- Go to the Gear icon, then select Custom form styles.
- Click the New Style drop-down arrow, then select Invoice.
- Edit the invoice and click Done.
Once you create an invoice, you'll have the option to choose the template you have just edited earlier. Please see the screenshot for your visual guide:
On the other hand, if some of the columns in your invoice aren't showing, you can put a checkmark on the option. This ensures this shows up on your invoice form.
Learn how you can customize the appearance and layout of your sales forms. Check out this article for more details: Customize Invoices, Estimates, and Sales Receipts in QuickBooks Online.
You can always post your questions here about invoices if you need further assistance or if you're referring to something else. We're always here to help you any time.
