Thank you for joining this thread, SC90.
I recognize the importance of consolidating workflows and the impact this issue may have on your business operations. Let's work together so you can edit the invoice and use the custom form feature smoothly.
Sometimes the browser can become overloaded with frequently visited page resources, leading to errors or unexpected responses. To eliminate the possibility of a webpage issue, let's access your account using an incognito window or private browsing. Follow the shortcut keys below to bring up one:
- Google Chrome: Ctrl + Shift + N
- Safari 11 or newer: ⌘ + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Microsoft Edge: Ctrl + Shift + P
Once you're logged in, open the invoice you're currently working on and edit it. If you're able to successfully customize the sales form, clear the cache of your regular browser. This will help optimize its overall performance. Trying out a different browser can help identify any potential damage to the current one you're using.
I have an article that offers comprehensive details on enhancing your business communications by customizing the look and layout of sales forms. Click the following link for detailed instructions: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Moreover, these resources include instructions that will assist you in setting your own numbering preferences for invoices, printing or emailing multiple sales forms, and effectively reminding customers of their due dates. Simply open each article to guide you through the process:
Reach out to me again if you still need further assistance customizing your invoice or have questions about the product, click the Reply button and post them in the field box. I'm always ready to help you the best that I can, @SC90
