Thanks for joining the thread, @JS2138. Now that I'm here, I'll share some details about how you can use the new invoice layout in your QuickBooks Online (QBO) account.
Know that the feature is only available for new QBO accounts. With that said, you need a new company file to utilize the new invoice experience feature. If the company file you're using is old, you can only customize the template to see other details and sections in your invoice view.
If your company file is new, and you've accidentally ticked the Old layout button. You can still switch back to the New invoice experience. I'll input the steps below so you can proceed. To begin, here's how:
- Access your QuickBooks Online company.
- On the left navigational bar, click the + New.
- Select Invoice.
- Click Try the new invoices.
See this article for more information about the new invoice experience in QBO: See what’s new with estimates and invoices in QuickBooks Online.
In addition, here's an article to help you manage invoice payments in QBO: Record invoice payments in QuickBooks Online.
You can also check this page in case you'd like to customize a report for your invoices: Customize reports in QuickBooks Online.
@JS2138, if you need further assistance managing your invoices in QuickBooks. Don't hesitate to get back to me by clicking the REPLY button. You can also post here again if you have any additional QuickBooks-related concerns. I'll be more than happy to help you out again. Take care, and have a nice day.
