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Level 1

Can a user be set to use a default invoice template?

Can a user be set to default to an invoice template? So anytime that user created an invoice it always uses the invoice template assigned to that user?

 

Thanks!

1 Comment
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QuickBooks Team

Can a user be set to use a default invoice template?

Hi JayGun,

 

We currently don't support automatic assignment of custom form templates to specific customers. I recommend leaving feedback from within QuickBooks Online to ensure that the Product Team knows that there is a demand for this feature.

 

To give feedback:

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions then select Next.
  3. You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
  4. From the drop-down, choose the appropriate category, then select Send message.

Bonny