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HAM9000
Level 1

Custom invoices cannot be customized in footer. And invoice templates indiscriminately change content details after customization. Tried clearing cache but did'nt help.

 
6 Comments 6
JonpriL
Moderator

Custom invoices cannot be customized in footer. And invoice templates indiscriminately change content details after customization. Tried clearing cache but did'nt help.

Thank you for sharing the steps you've taken, @HAM9000.

 

Since you still have the same issue even after performing all those steps, I'd recommend contacting our Customer Care Support. They can pull up you're account, securely, and create a case or ticket ID to be submitted to our engineers for further investigation about this unexpected behavior.

  1. Go to Help.
  2. Tap Contact Us.
  3. Enter Invoice Template Issue in the What can we help you with? field.
  4. Click Let's talk.
  5. Select Get a callbackChat, or Call us.

Lastly, I've got you these helpful articles you can read for ideas about how you can manage your vendors and expense transactions: Manage Customers and Income for QuickBooks Online.

 

If there's anything else that I can help you with, let me know in the comments. I'll be happy to help.

HAM9000
Level 1

Custom invoices cannot be customized in footer. And invoice templates indiscriminately change content details after customization. Tried clearing cache but did'nt help.

Call back, Chat with us, Email us, all are unavailable. How to contact Support if that's the case?

Jen_D
Moderator

Custom invoices cannot be customized in footer. And invoice templates indiscriminately change content details after customization. Tried clearing cache but did'nt help.

Hi there, @HAM9000,

 

May I know what QuickBooks version are you using and for what country is it? I need this information to check if there are system maintenance for some of our services.

 

In the meantime, you may use a different browser or or device to access your account and see if the same thing happens when editing the Footer. You can also delete and recreate the template to identify if the issue is caused by a file corruption.

 

To do that:

 

  1. Click the Gear icon and select Custom Form Styles.
  2. Find the template then click the Edit drop-down.
  3. Press Delete then choose Yes, delete this style.
  4. Use New style to add a replacement template.

See this article for the complete guide: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

I'll be on a look out for your response or if you need further help. All the best.

CarlyWW
Level 1

Custom invoices cannot be customized in footer. And invoice templates indiscriminately change content details after customization. Tried clearing cache but did'nt help.

Hi, Just wondering what the solution was here as this is happening on my client's version of Quickbooks and my Sample Company QB Accountant Sample Company - Long for Success Event Planning. Thanks

Charies_M
Moderator

Custom invoices cannot be customized in footer. And invoice templates indiscriminately change content details after customization. Tried clearing cache but did'nt help.

I appreciate you for letting us know you experience the same thing, CarlyWW.

 

If you've already tried using different browsers and the same thing happens, you can try to use a private window to access your QuickBooks Online (QBO) account. This will help us isolate the issue because this mode will not save site data. Check out the shortcut keys below:

 

  • Google Chrome: Ctrl + Shift + N
  • Microsoft Edge: Ctrl + Shift + P
  • Firefox: Ctrl + Shift + P
  • Safari: Command + Shift + N

If you're able to customize the footer without any issues, go back to your original browser and clear the cache to make sure your browser functions more efficiently.

 

For additional reference, you can read through this guide on how to customize invoices, estimates, and sales receipts.

 

You might need a reference on how to record invoice payments: Record invoice payments manually.

 

Come and visit us again if you need help. It will be my pleasure. Stay safe and have a great day ahead!

CarlyWW
Level 1

Custom invoices cannot be customized in footer. And invoice templates indiscriminately change content details after customization. Tried clearing cache but did'nt help.

Hi, I just spoke to one of your Support Team. The content in the templates and email text changing on all templates when you update one template is apparently just a limitation of your system.