Maintaining a saved preference so you won’t need to adjust each invoice setting helps you save time and reduces errors, Tony. I've got some details about this process.
Given that you are using the same browser and have not cleared its cache, your customizations on invoice columns should remain intact.
To help you maintain your invoice preferred format, adjust the widths and layout of the columns and ensure you click the Save and close option when creating or editing a previous one. This action will finalize the invoice and implement the changes after saving it.
You should see improvements in retaining your preferred layout after following these steps. If the issue persists, you may contact our QuickBooks support team. They have the complete tools to review your account in a safe environment. Then, provide you with the appropriate resolution.
Moreover, QuickBooks offers features for recording invoice payments and personalizing sales forms, helping you manage cash flow and track customer balances. Check out these articles below for more details.
We're here to ensure your invoicing process is as smooth and efficient as possible. If there's anything else I can assist you with regarding your invoices or any other QuickBooks features, mention my name in the comments.
