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ChristenLuvsExcel
October 21, 2022
Question

Apply Custom Invoice Template to Multiple Invoices

  • October 21, 2022
  • 2 replies
  • 12 views

Does anyone know if it's possible to apply a custom invoice template to multiple existing invoices? I had my employee enter a batch of invoices that haven't been sent out yet, and I realized after the fact I want to apply a custom invoice template to them that I created. Is there a way for me to apply the template to a batch of invoices, or to all invoices, rather than having to edit each one individually and select the template?

2 replies

Carneil_C
Level 6
October 21, 2022

You have a fantastic idea, @ChristenLuvsExcel.

We appreciate you for taking the time to share with us your interest in having the option to apply templates to multiple invoices. However, this is currently unavailable.

 

We can see that having this feature would benefit your business. I strongly advise you to send your feedback to our Development team. This way, they can review your suggestion and possibly include it in future updates. Here's how:

 

  1. From the top menu bar, choose Send Feedback Online.
  2. Click on Product Suggestion.
  3. Click on the drop-down for Type of Feedback and select Product Suggestion.
  4. Select the Product Area, then enter your thoughts and suggestions.
  5. Once done, select Send Feedback.

 

Moreover, visit our Feedback forum page to see a list of other QuickBooks users who have already suggested this feature, as well as the recent updates in QuickBooks.

 

To learn more about using and customizing form templates, you can visit this helpful guide: Use and customize form templates.

 

Please let me know if you require any additional assistance with QBDT features. I'll be there to take care of them. Have a safe and enjoyable weekend!

ChristenLuvsExcelAuthor
October 24, 2022

Thank you for confirming that it's not there and I'm just missing it and saving me from going crazy searching for a way to do that. Great idea to submit as product feedback. I followed your instructions and sent in my suggestion. 

 

Thanks! 

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