How do I create a template for a specific client? Billing, shipping and rates stay the same every time.

Hi there, @tls-emequip.

For now, the option to create a template with billing, shipping, and rate for a specific customer is unavailable in QuickBooks.

However, if you're referring to the shipping address and billing address, we can manually set this information for a specific client. Simply follow these steps:

1. Go to Sales and select Customers.
2. Click the name of the customer, then select Edit.
3. In the Address section, fill in the information for Billing Address and Shipping address.
4. Click Save.

We can also add a rate to a specific product & service. This way, it will auto-populate in the line item once you select this product/service. Here's how:

1. Go to Sales and select Product and Services.
2. Click New, then select which product/service are you going to use to track rate.
3. Enter the information and click Save and close.

Once done, you can now create an invoice and select the product/service you've set up to automatically add a rate in the line item.

In addition, you can send by email or print the invoice once you've finished creating it.

You can also open the Invoice and Receive Payments report to track the payments that you've received. Just go to Reports and look for Invoice and Receive Payments. You might want to customize it to easily view the details that you're looking for.

That's it! Please let me know if there's anything else I can do to be of assistance. Wishing you and your business continued success in all that you do.