The Design section should appear on the pop-up panel after clicking Manage at the top right corner of your new invoice interface, Warrah. Let's execute browser troubleshooting steps to rectify this missing option.
Start by logging out of your QuickBooks Online (QBO) account in your regular browser, then sign into an incognito or private browser. You can use the following keyboard shortcuts below:
- Google Chrome: Ctrl + Shift + N
- Safari 11 or newer: ⌘ + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Microsoft Edge: Ctrl + Shift + N
After, check if you have access to the Design option where you can choose your preset invoice templates. If you have, return to your regular browser and clear its cache to eliminate cookies that hinder web pages from functioning optimally. You can also use QBO's supported search engines.
While personalizing your invoices on the new layout, refer to this article for a comprehensive guideline: Customise invoices, estimates, and sales receipts in QuickBooks.
Once you send invoices to your customers, you can start getting their payments. This material provides detailed steps for precise tracking: Record invoice payments in QuickBooks.
This thread is open for additional inquiries about QBO's invoice templates. Just tag my name in the comments below. I'll respond promptly.
