I understand, that changing to the old layout for invoices is essential in QuickBooks Online, Erica. I can assure you that you're on the right path.
To check how the invoices look when you use the Standard or customized template, click Review and Send or Print and Download. Probably software is being updated constantly to accommodate users' transition from the old invoice experience to the new one.
When you see payments in the A/R detail report on the modern view, it goes back to the home page. As a solution, you can try running the A/R detail. Here's how:
- Go to one browser tab, and Receive Payments on another browser tab.
- On the +New menu, select Receive Payment.
- Choose Customer.
You can only use email and PDF views on modern templates. If you choose New Style from the drop-down menu on the Custom Form Style page, you will see the old template. I suggest submitting feedback to use other features of the New Style.
Here's how to send feedback:
- Go to Settings on the Gear icon, then select Feedback.
- Type in your comments or product suggestions.
- And then click Next to submit feedback.
Here's a link you can use to learn how to submit feedback for both QuickBooks Online and QuickBooks Desktop.
Moreover, check out this article to learn how to get the most out of your financial reports: Customize reports in QuickBooks Online.
Feel free to comment below if you have other queries with invoices, payments, and correct bank details on your invoice. I'll be here to help you.
