Hi there, @Ballenlong. Let me share some information about customizing invoice styles and adding a deposit to the new QuickBooks invoice.
In QuickBooks Online, you can create a new style for your invoices or edit the standard style to remove the Product/Service line. Since you don't want to create a new one, I recommend performing the latter option. You can follow the steps below to manage the standard style:
- Open or create an invoice, then enter the necessary information.
- Click the Manage Gear icon, then select Design.
- On the Other templates, click Manage.
- Click Edit on the ACTION column.
- Select Content, then click the Pencil icon on the middle section.
- Untick the box for Product/Service.
- Click Done.
Once done, you can go to the invoice and select the Standard style you edited. You can also preview the invoices before printing them.
Moreover, what custom invoice are you referring to when requesting a deposit? You can add more details about this matter and share a screenshot of your screen for visualization.
In the meantime, let's perform some troubleshooting steps to see if the problem is within your browser. A cached-induced browser can affect the program's performance and might be the cause why you can't add a deposit as a payment option in the invoice. You can start by accessing your account in an incognito or private browser. Please refer to the shortcut keys below:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Microsoft Edge: Ctrl + Shift + P
- Safari: Command + Shift + N
Check if you can see the deposit in the Payment option. If it works, you can clear your browser's cache to remove and fix the cause of the issue and start with a clean slate.
In addition, once your customer paid the invoice you sent, you can record the payment in QuickBooks Online to match it with the transaction in your account.
You can always reach back if you have other questions about managing your invoices and any inquiries about the program. I'll be here to guide and assist you so you can manage your business smoothly with QuickBooks. Have a wonderful day!
