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Rebecca - Product Champion
Level 3
posted
‎July 29, 2020 12:41 PM
last updated ‎July 28, 2020 7:41 PM

Default Invoice Templates

Hi, I've imported a new custom template and would like to set this as my default but I'm not sure how.

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Best answer July 29, 2020
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Rebecca - Product Champion
Level 3
‎July 29, 2020 12:47 PM

Default Invoice Templates

Hi, 

 

In order to set your Custom Invoice Template as the Default:

  • Navigate to Settings
  • Select Custom Form Styles
  • Locate the desired template and choose the drop down arrow
  • Select Make Default

You will notice the Form type change to show (default)

Note: If you are wanting to select the template as a one off you can do this from the invoice by selecting More and the Template name.

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3 Comments 3
Rebecca - Product Champion
Level 3
‎July 29, 2020 12:47 PM

Default Invoice Templates

Hi, 

 

In order to set your Custom Invoice Template as the Default:

  • Navigate to Settings
  • Select Custom Form Styles
  • Locate the desired template and choose the drop down arrow
  • Select Make Default

You will notice the Form type change to show (default)

Note: If you are wanting to select the template as a one off you can do this from the invoice by selecting More and the Template name.

View solution in original post

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countryclubdev
Level 1
‎July 08, 2021 02:51 AM

Default Invoice Templates

So, where is the "Settings" menu??? I'm using QB 2019 and I can't find a Settings option anywhere.

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RenjolynC
QuickBooks Team
QuickBooks Team
‎July 08, 2021 05:30 AM

Default Invoice Templates

Thanks for joining in on this thread, countryclubdev.

 

I'd like to clarify some information. When you say QuickBooks 2019, do you mean that you have the desktop version of QuickBooks? If so, the program uses the last saved invoice template as the default for the next invoice. 

 

You can go to Customers > Create Invoices and review the current template selected. Here's a sample screenshot for a visual reference:

 

 

If you want to customize the template, you can go to the Lists menu and select Templates. For more customization, please feel free to read this article: Use and customize form templates.

 

On the other hand, the steps provided by Rebecca - Product Champion is for QuickBooks Online. This is a web-based software where you use a web browser to log in to your account.

 

Here's a sample screenshot of the page where the settings is located:

 

If you're having issues with the template, you can check the solution in this link: Fix common issues when you use and customize templates.

 

Please reach out to me again if you have additional questions related to the templates, or other concerns with your account. I'd be glad to provide the steps. Have a good day!

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