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Replying to:
vpcontroller
Level 11

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@Kari_G wrote:

Thank you for your patience while we worked on resolving this. We released an update to address your feedback. 

 

Prior to this change, any time an Estimate was converted to an Invoice (with progress invoice setting on), the Airy new template would display. Now, when converting an Estimate to an Invoice (non-progress invoice or progress invoice) any template you have set as default will display, including invoice templates imported into QuickBooks Online via Import Styles. 

 

Note: If you do use progress invoicing, we highly recommend using the Airy new template as this is the only template that is optimized to display key progress invoice information such as the Estimate Summary and the Due column. This level of detail is not available on imported invoices. 

 

To set your imported invoice template as default:

  1. Select the Gear icon
  2. Select Custom Form Styles
  3. Locate the imported template
  4. From the Action column select the Down Arrow ↓
  5. Select Make default

 

To update the system template to Airy new: 

  1. Select the Gear icon
  2. Select Custom Form Styles
  3. Locate the Standard/Master template (or your desired template)
  4. Select Edit from the Action column
  5. From the Design tab select Change up the template
  6. Select Airy new
  7. Select Done

We appreciate your patience while we worked on resolving this.


Most be a real though bug to fix it for over one year, even by Intuit Software company can't resolve this. Wow!

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