Trying to use a QB template for Quotes
1 Can we remove the work quote from the template?
2. When the quote is converted to an invoice / progress invoice: Will it invoice number be the same one used on the quote or will it differ.
Thanks as always.
Hello there, Deano2.
I'll take it as you're trying to remove the word Quote on your template. If so, here's how to do it:
On the other hand, your transaction numbers are continuous. Which means, the sequence will follow the last number you entered.
For example, your Quote number is 001, then you convert it to invoice. The invoice number will be 002.
However, you'll have the option to custom your Invoice number. That way, you'll have to manually modify the Invoice as what your Quote number is.
Here's how to do it:
Enter the same Quote number on your Invoice form.
I have an article here if you wish to customise your form templates: Customise your invoices, quotes, and sales receipts.
Your always welcome to come back to the Community, Deano2. Have a great day!
Thank you for the speedy reply.
Once we have created a template - can I copy this template and save under a different name and if so how do I do this. ( I have attempted to look for this option under Custom Form Styles but the drop down list only allows me Preview PDF, Rename, Delete and make default)
Can I create a copy of the Standard template (Master) and if so how do I do this
Hi there, Deano2.
The option to copy a custom or a standard template is unavailable. You’ll need create a separate one for each of your desired name. You can follow the steps provided by my colleague above for each of the form you’ll be creating. This is to avoid the word “Quote” from showing on your new templates.
Please check this out for additional insights about customizing quotes and invoices: https://quickbooks.intuit.com/learn-support/en-us/manage-customers-and-income/customise-your-invoice...
Hit us a post again if you have further clarifications.