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Replying to:
Bryan_M
QuickBooks Team

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Hi there, @baytaxi

 

I'm glad you're doing well in customizing the invoice. Let me share why the invoice template does not change even after choosing to be sent to your customer and help you fix it.

 

The issue about the incorrect invoice template when sending it to the customer and printing concerns in QuickBooks Online (QBO) are related. This can be solved by updating Adobe Reader/Acrobat to the latest version or repairing your Adobe installation.

 

First, update Adobe/Acrobat. Click this link for detailed instructions: Adobe website.

 

After you've updated to the latest version and it hasn't fixed the issue, repair your Adobe installation. Here's how: 

 

  1. Close Acrobat/Reader and all open web browser windows.
  2. Select the Start button at the bottom left of your screen.
  3. Type Control Panel, then press Enter.
  4. Select Programs and Features. Choose Acrobat or Adobe Reader, then Uninstall/Change.
  5. In the Setup dialog box, select Next.
  6. Select Repair, then Next. Pick Install.
  7. When the process is complete, click Finish.
  8. Restart your computer. Then, log back into QuickBooks Online. Then, try to print.

 

For more info, check out this article: How to update, repair, or re-install Adobe Reader/Acrobat.

 

If the same issue persists even after performing the steps above, let's do some basic troubleshooting steps. Sometimes, local internet cache files stored in the system can cause unexpected behavior in the product.

 

Start by accessing your QuickBooks Online (QBO) account in a private window. This is a special mode that doesn't record the browsing activity on your local device. Simply press the following keys: 

 

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P
  • Microsoft Edge: press Ctrl + Shift + N
  • Safari: press Command + Shift + N

 

Then, send the invoice with the template you want to utilize. If this works, let's clear the cache in your web browser or try using a different supported browser. It could be a temporary issue with QuickBooks and the current browser that you utilize.

 

You might want to learn how to upload, edit, or delete logos from your invoices or any from the sales forms, you can read this article: Add, customize, or remove logos on sales forms.

 

Feel free to come back if you have additional questions about managing your invoice templates. I'll be willing to lend a hand. Keep safe and have a good one.

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