Thanks for joining in on this thread, jen12341. Let me share insights about the new invoice layouts in QuickBooks Online.
As QuickBooks aims to improve the compatibility of the program, some features may not be available yet with the new invoice layout. I can see the relevance of having this option when attaching files to your invoices. Please know that we're working on these to make them convenient for company owners like you. If you have the option to get back to the Old Layout from the invoice window, please refer to these steps:
- Go to the +New icon and select Invoice.
- In the upper-right corner, click on the Old Layout button.
- Once you're ready, select the Leave button.
You're now able to have the option to save the attachments without sending them to your customer.
However, if the steps above don't work for you, I'd recommend sending a feature request to our product developers. They'll consider this idea and will continually work on its progress to include them in our future product updates.
Here's how to send feedback:
- Go to the Gear icon.
- Under the Profile column, click on Feedback.
- Share your feedback. Then, click Next.
For more tips and information, you can visit this article: See what’s new with estimates and invoices in QuickBooks Online.
Moreover, you can personalize and add specific information to your invoices by customizing your sales forms. Also, once your customer is ready to pay, you can receive and record their invoice payments.
Let us know in the comments below if you have additional questions about managing your invoices. We'll gladly assist you further. Take care.
