cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

How do I delete invoice templates

 
Solved
Best answer June 25, 2019

Best Answers
Highlighted
Content Creator

How do I delete invoice templates

Hi Craig, 

 

If you are referring to deleting the templates you created under "Custom Form Styles", you can delete them by clicking on the downward pointing arrow right next to "Edit", or "Preview PDF" if it's an imported style, then click on "Delete".

 

Please let us know if it is something else that you need help with. 

 

Thank you. 

View solution in original post

5 Comments
Highlighted
Content Creator

How do I delete invoice templates

Hi Craig, 

 

If you are referring to deleting the templates you created under "Custom Form Styles", you can delete them by clicking on the downward pointing arrow right next to "Edit", or "Preview PDF" if it's an imported style, then click on "Delete".

 

Please let us know if it is something else that you need help with. 

 

Thank you. 

View solution in original post

Highlighted
Level 1

How do I delete invoice templates

Hi Zac,

I don't seem to have those options.

Am using the online version.

Cant find custom form sttyles

Highlighted
Moderator

How do I delete invoice templates

Thanks for getting back to us, @craig-george 

 

QuickBooks Online has a Custom Form Style feature. Let me show you where to locate it:

 

  1. Go to the Gear icon.
  2. Select Custom Form Styles under Your Company.
  3. Click the Drop-down arrow next to Edit.
  4. Select Delete.
  5. Click Yes, delete this style to confirm.

I've attached a screenshot below:

oo.PNG

 

Also, you might want to check this article on how to customize invoice emails.

 

Reach out to us anytime if you have other concerns. Have a great day!

Highlighted
Level 1

How do I delete invoice templates

I tried following these instructions, but the arrow for the drop down menu does not offer anything, it simply opens and editing window. Please advise.

 

Highlighted
Moderator

How do I delete invoice templates

Let's try browser troubleshooting.

 

This is to check if the problem is browser related. Let's start accessing your account via a private browser or incognito. Here's how:

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Internet Explorer: Ctrl + Shift + P
  • Safari: Command + Shift + N

If it works, follow the steps above to delete the invoice template. Then, we need to clear your browser's cache to optimized your browser performance.

 

If the same thing happens, I recommend using another supported browser.

 

Let me know how it goes, I'd love to help you further.