Thanks for the reply and answers.   Regarding attaching PDF files -- you mentioned that I can attach a PDF to an Invoice. 1. Can I also attach a PDF to a Payment in QuickBooks Desktop? When my clients pay me, I currently scan their check as a PDF and attach it to the Payment in QBO. Can I also do this in QuickBooks Desktop? 2. Are the attached PDFs in QuickBooks Desktop stored on the QuickBooks document cloud? 3. Is there a cost for doing this? I would prefer to not use any cloud storage, I would prefer everything to be stored locally on my PC.   Thanks, Scott   ... View more

Here's an idea for the brain-trust at Intuit.   Ask your users (aka your customers who pay you money) what WE, THE PEOPLE want. Your sales to us should be driven by what WE, THE PEOPLE want, not what you think might be best for our businesses.   Why don't you take a poll?   A. Revert back to the ORIGINAL invoice email layout B. Keep the NEW invoice email layout with SUMMARY and FULL LINE ITEM DETAIL options ... View more

@GRANTAK wrote: Again my question to the Quickbooks team is - WHY CAN'T YOU REVERT BACK TO THE ORIGINAL STYLE? I agree. If we have to check Summary for our emails anyway, wouldn't it just make more sense to GO BACK TO THE WAY IT WAS BEFORE THIS FIASCO??   This has and continues to be an absolute exercise in stupidity.   ... View more

To get the short summary (no line item detail) in the invoice email...     ... View more

Dear QuickBooks;   I'm glad that you listened to us, your customers, about the horrendous re-design of the email invoice layout which had the line-item details in the email, and your equally ill-conceived and business relationship damaging brute-force deployment of the unwanted horrendous re-design.   I'm glad that we have a "summary" invoice email layout again (instead of the useless and confusing detail invoice email), but I still don't think the new design is an improvement over the previous original simple email layout. The original simple invoice email layout was still the best.   I'm glad you listened 90% but it would have been better if you reverted back to the original simple email layout, which is what we asked for.   While I'm glad we have a simpler invoice email summary, I'm not thankful at all for the unnecessary hot mess that you made and then had to find a way to fix. And I have no thanks for fixing something that you broke to begin with.   Now that you've made the effort to correct your mistake, QuickBooks should start to think how to make-right the last 3 months of unnecessary damage and suffering you put us, our businesses, and our customers through. To be honest, I don't see why I was charged QBO fees for the last 3 months during this fiasco.   I do thank you for listening to us.   Sincerely, Scott A. Keen ... View more

MorganB;   Thanks for reading and replying to our frustrated concerns.   FYI, I had emailed [email address removed] on May 18 to be included in the invoice email layout beta, but was never contacted back.   ... View more

Every month when I have to send my invoices, I get reminded of this fiasco, and it stokes the fire of fury all over again.   Is Intuit ignoring us -- the paying customers for their QuickBooks Online product, the ones who are the providers of the 3% commissions for their credit card processing -- hoping we'll just give up and go away?   I can tell you this, I'm going on 2 MONTHS FURIOUS over this change to the invoice EMAIL layout change. Again, it's about the invoice EMAIL LAYOUT, not the actual invoice itself. The online invoice, the PDF attachment invoice, are all fine. Don't you dare change those.   Considering that QuickBooks earns it's income, it's corporate existence from us, you would think they would bend-over-backwards for us to address our concerns about what we know what's *best* for our customers and businesses and what provides income for Intuit.   So, going on 2 months FURIOUS over this ill-conceived bad idea of an invoice email layout change, let me reiterate again --   A) Change it back to the old former, clear, beautiful, concise, efficient invoice email layout, or B) Give us the option to choose to use the horrible, failed, ugly new invoice email layout or use the former beautiful invoice email layout, or C) (worst option) give us the option to disable or not show invoice details and other invoice elements (Does the customer really need to know their own address in the email? Seriously? Is your development team that dumb?) in the horrible, failed, ugly new invoice email layout.   Do something to fix this. We are your customers. We are paying you. Our customers from our business are paying you. Listen to us. You had something that was perfectly fine and beautiful. Go back to it. Listen to us.   ... View more

Time to email out my invoices and this still hasn't been addressed or fixed by Intuit.   MANY OF US DO NOT WANT INVOICE LINE ITEMS IN THE EMAIL!!!   We don't care if you want to introduce some new, confusing, long, weird, and inefficient invoice email layout... but please, give us the option to continue to use the previous, simple, efficient invoice email layout! Or if Intuit is going to be stubborn about brute-forcing this on its customers like-it-or-not, then at least let us turn-off the line items in the new horrid invoice email layout (but we still need them in the PDF invoice attachment).   ... View more

@JulianC wrote: [snip] A common theme in this post is the ability to have an invoice email template summary rather than invoice email template with details.   YES.   [snip] We are working on is a more simplified invoice template, which seems to be a common request.   YES. GOOD. To be clear, we're all talking about the invoice EMAIL redesign. Which we despise.     [snip] will keep the community informed of our progress with the beta.     "BETA"?!?? Since when was this "beta"? QBO went full-on brute-force production with this. 7 of my customers got these confusing new invoice Emails. I now have to convince them the invoices were really from me, since it "looks different". You have NO IDEA how much trouble you caused. I'm going on 3 days FURIOUS with QBO for doing this to my business relations with my customers.   ... View more

QB, you can say whatever justification you want for brute-forcing this drastic change that has already had certain impact on my business and relations with my customers, but the fact remains is that you gave us no option to continue our businesses as usual.   I've left many feedbacks, and message threads about what you have done to our businesses.   Say what you want about how "it's better, trust QB", or "other people want it", or "my mother thinks it's brilliant", but we're asking for TWO things: 1. Give us the option to use the old "classic" invoice email which was simple and efficient, 2. Don't ever do this to us and our businesses again without a gradual transition and the ability to continue the status quo. You hurt businesses and relations with your drastic and broad-sweeping actions.   I'm not looking for QB to give explanations or reasons; what QB did was a major false-step, a drastic blunder. But now I just want #1 and #2 above, that's all. From the sounds of these 4 pages long in this thread, I am far from alone.   ... View more

I hate the new invoice email redesign. I loathe it. And I'm very angry that QB is tampering and interfering with my business and my relations with my customers.   QB announced that they are rolling this out to everyone by the end of April: https://community.intuit.com/articles/1679723   What makes them think this is good for my business? Do they want to redesign my company logo while they're at it? Are they going to start putting my cost of goods sold in the emails so my customers know my margins?   This new invoice email redesign is the opposite of simple and efficient, it is the antichrist of good invoice emails -- it's ugly, unprofessional, messy, confusing, lengthy, verbose. The old "classic" invoice email was simple and efficient: Invoice number, Due date, Amount due, Dear customer thanks for your business see attached invoice. Done. That's all the invoice email needs to be. Nothing else! It. Does. Not. Need. The. Kitchen. Sink.   I spent all day yesterday on the phone with customer service, who was surprised too by this rollout which was brute-forced on us, and said he would not be happy about it either! But he said that QB is moving forward with it and I can send my feedback to the company. I sent many feedbacks complaining about it, and asking for the option for the old "classic" invoice email layout back.   This is absolutely a disaster for business relations with my customers. Like my reaction when I saw this new invoice email redesign, my customers are going to react, "What is all this?! Too long, did not read."   What an absolute ridiculous mess. I resent that QB is brute-forcing this on us and our customers.   I just want the option to use the old, "classic", simple, and efficient invoice email layout.   ... View more

@Anonymouswrote: @scottkeen, this is a great solve, would you mind sharing it out with the broader community? Sure, go ahead. I don't know how to share it with the broader community. ... View more