How do I apply my customized invoice? My invoices are not showing up as they do when I am in the Customize Form screen. What am I doing wrong?

Hello there, office,

The Import Styles plug-in must have been turned off, which is why you're unable to use the customized invoice.

By default, this plug-in is turned off. Let's turn on this one by:

1. Click the Gear icon at the top.
2. Under Your Company, select QuickBooks Labs.
3. Find the Import Styles plug-in, then turn it on.
4. Click Done.

Please see the attached screenshots for your guidance with the steps above.

If the same issue persists, you can clear cache and internet files in the regular browser. This is to rule out browser-related issues.

If you’re using Google Chrome:

1. At the top right, click More (indicated with 3 vertical dots).
2. Click More tools and then Clear browsing data.
3. Choose a time range All time.
4. Select the types of information you want to remove.
5. Click Clear browsing data.

Feel free to read this article if you're using another browser for the detailed steps: Delete or disable cache and temporary internet files in your web browser.

To learn more about importing customize forms, you can check this out: Import custom form styles for invoices or estimates.

You're now able to apply your customized invoice in QBO.

Let me know if there's anything else I can help you with customizing your forms. Just leave a comment below and I'd be happy to help.

It's been six months now. Has this issue been fixed?

We have exactly the same issue as of now, customized invoice not applying Custom Import Template even if it is set as Default.

Thanks!

Thanks for inquiring, @ksapexllc.

Applying a customized invoice to a custom import template has been solved a couple of months ago.

It could be the old internet files are hindering with QBO. This way, I recommend using the incognito/private browser. Private browsing mode prevents internet files that make QBO unable to apply the customized invoice to a template.

Let me show you how:

Use a supported browser and here are the keyboard shortcuts:

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

If this fixes the issue, clear your browser's cache. Clearing it boosts browser performance, and loads brand new data. Besides, you can use another supported browser.

You can refer to this article for more details on how to create and send the same invoice to multiple customers: Create the same invoice for multiple customers.

Also, I'll add this article as your reference on how to make changes to a recurring transaction template: Edit a recurring template.

Please let me know if you have more questions. I'm always here to help. Take care!

I'm having this issue, this is an absolute joke - I'm I correct in saying that you can't modify an invoice template? What is the point of Quickbooks

I understand the value of the said feature to your business, @ANON1256. 

I'm here to provide workarounds to get the custom template applied to your invoice. 

If you're using the custom template without importing it from the DOCX file, you can modify it in QuickBooks Online (QBO). For the detailed instructions, see Step 6 through this article: Customising Sales Forms. 

If you're using the imported custom template, the Master form style decides how data will show in all your forms, although you've set it as Default. I'd suggest marking the estimate as closed and manually creating the invoice based on your preferred info. 

I recommend visiting our Resource Centre so you can keep track of our latest news and product updates. 

Once your customer pays the invoice, record it from the + New menu. Doing so will help ensure your customer balances are up to date in QBO. 

Don't hesitate to swing by in the Community if you need help with anything else. We're around to lend a hand.

Hi, I have modified the template itself, but I'm having the same issue as most of the other folks on this thread....which makes QBooks absolutely worthless!! 

I have customized the template, set it as "Default", and then when I try to create an invoice, it takes me to the "Standard" design. If I print it, I get the template I had designed. But it's simply IMPOSSIBLE to work this way......

How can this be fixed??

Hello there, JBOND007.

Thank you for joining in on the thread. We'd recommend contacting our Technical Support Team. They can pull up your account and further review what is happening of the imported template.

1. Click Help in the upper-right corner and select Contact Us.
2. Enter the details of your concern and click Let's talk.
3. Select how you want to reach them.
4. Enter the necessary information to complete your request.

Or

1. Click Help in the upper-right corner and type Talk to a human.
2. Type I still need a human and another options will appear.
3. Type those phrases repeatedly until you get this response:
   OK. Here’s a shortcut to connect with my humans.
4. Click the Contact us link and select how you want to reach them.
5. Enter the necessary details to complete your request.

You can always get back to us if you need additional assistance.

It is June 2021 and I am having the same exact problem.  We spent so much time and money moving from desktop to QBO this only to not be able to customize any invoices or estimates?  I haven't found a single answer yet on any of these boards to help me fix this.  I did that super cute suggestion of opening up a chat and asking for a "live human" who told me that I needed to upgrade my account (for more money) for it to work.  LOL!  Come on.  This is so SO frustrating.

Its 2022... and im still having the same problem as all the users here.. WTF QBO.. Honestly, a bug thats lasting 2 years? Its a simple feature. 

Any update on this bug???  

Hi there, igiveukong.

I can see that you've also asked the same question in a separate thread with a similar topic. Let me share this link so you can read and follow the steps that are posted in that thread: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-custom-invoice-template-...

The Community is always here if you need anything else. 

I have been following these threads as I have the same problem (It's now 2023). I don't have time not to be invoicing clients and really want to get Quickbooks up and running. I have set up invoice templates (I use a few as have different requirements) but when I select "Invoice" it brings up the standard invoice. I can select my customised invoice (it puts a tick next to it) but it doesn't change my invoice. When I do a preview, it shows the correct customised invoice, but the onscreen invoice is not correct, which means the columns are not correct (not enough columns) or the headings of the columns show differently onscreen.  

I have followed all the previous instructions that have been suggested and none of them work. I have also tried incognito mode. Nothing changes.  I'm worried that this same problem happens with others and doesn't appear to get resolved. I need an easy-to-use, no hassles accounting package that works when I set up my invoice but am already thinking of changing to another company as I don't have time to waste trying to get this sorted. Quickbooks is easy to use and I'd love to keep using it but selecting invoices seems to be a problem for a few years now with no solution. Has this problem been sorted? I am using a Mac if that maybe makes any difference?

I appreciate your attempts to fix the invoice template issue, Walking4Air.

I'd like to get this invoice template issue fixed as soon as possible. This way, you can use the customise form without any problem. 

Normally, the invoice forms or columns will change as long as you choose the correct template. Since this isn't the case on your end and you already performed the basic troubleshooting, I recommend contacting our Customer Care Team. They can use screen sharing to examine your invoice settings. Then provide alternative solutions to help resolve the issue. 

To contact our live representatives, please follow the procedures outlined by JamesDuanT. Make sure to call them during business hours to get a prompt response.

Also, I'm attaching these great resources to learn how to make quick changes to invoice templates while you're on the go:

• Customise invoices on the QuickBooks Online mobile app
• How to set up a recurring invoice for customers

If you have additional questions about the custom invoice template, I'm always here to help. You can click on the Reply button below. Keep safe!

its jan 2024 and im trying to edit current template on screen and when Layout designer comes up the screen is blank if I save it erases the current template I had selected to edit and I loose my invoice to a blank paper.  not sure how to stop this form happening before I would edit current template my invoice on screen would come up and I could make the changes I wanted now it open and its blank 

Hi there, @vram617. I can see the importance of editing the invoice template in QuickBooks Online. 

Occasionally, too much cache buildup in a browser can cause unexpected behavior with the product. I recommend opening your QuickBooks Online account in a private or incognito window to clean this up. Please utilize these keyboard shortcuts:

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

Once logged in, edit the current template again. If it works without issues, that's good news. You can return to your regular browsing history and clear the cache. Otherwise, you can try other supported browsers to help narrow down the cause of this behavior.

If the issue remains even after performing the above steps, I suggest reaching out to our Phone Support team for further investigation. They can initiate a screen-sharing session to identify the main cause of the issue. 

Moreover, I'm adding this article in case you want to create templates for recurring invoices: Create recurring transactions in QuickBooks Online.

Please comment below if you have other questions or concerns about editing your current invoice template. The Community team is always here to help.