It's great to see you again in our Community, kelsey2022. I understand that dealing with new features can sometimes be overwhelming. Hence, I'd be happy to explain in detail the Ship via field in the new invoice layout.
We've introduced a new invoice experience that simplifies the process of creating, delivering, and managing custom invoices. It has been available since June and comes with new features and capabilities.
However, some of the classic invoice features such as Ship via, Shipping date, and Tracking no. fields are currently unavailable in the new experience. If you would like to request these features to be added in future product updates, I suggest providing your feedback to our software engineers. Here's how:
- Click the Gear icon, then select Feedback.
- Type in your feature request.
- Click Next to submit.
Starting from October 16, 2023, all users of Simple Start will be permanently moved to a new invoice experience. However, if you're using QuickBooks Essentials, Plus, or Advanced, you'll have the option to switch back to the old layout if you prefer. If you have the option to revert, you can do so in the meantime to keep track of your shipping details.
Moreover, you should be able to manage and add custom fields in QuickBooks Online. Since the green Add field button has faded out on your end, it would be best to perform some basic troubleshooting steps because QuickBooks periodically exhibits strange behavior and experience performance issues brought on by browser problems. To begin, use an incognito window when adding a custom field. Keyboard shortcuts are as follows:
- Safari: Command + Shift + N
- Google Chrome: CTRL + Shift + N
- Mozilla Firefox or Microsoft Edge: CTRL + Sh
If you're able to do so, return to your regular browser and clear your browser's history to start afresh. If not, we suggest using a different supported browser because the QuickBooks version you're utilizing now may have a temporary problem.
Read these articles that you can use in managing invoice-related tasks moving forward:
I appreciate you for getting in touch with us. Kindly reply to this post if you have other inquiries regarding your invoice customization. I'm available 24/7 to assist you. Have a good one.
