Question

How can I create a new receipt template without affecting the content on all existing form templates? Content was changed on all existing receipt and invoices.

Forum|Forum|4 years ago
November 10, 2021
23 replies
55 views

I created a new receipt template with a new name. I used our current custom receipt template, changed the name, changed the content and saved. Later we went to make an invoice and the content had been changed on it as well. I checked our regular custom receipt and it was changed as well.

QuickBooks Online

T

Trish_T

QuickBooks Team

Hi bcschoolsports,

It's great to see you reaching out to Community. As you've mentioned, changes to your current receipt template have impacted all forms. In QuickBooks Online you can add, edit and customize your invoices, estimates and sales receipts seamlessly. Keep in mind that any changes made to the default form will cause the noted behavior you've described. I'd be happy to assist you with creating a new template for your receipts.

Here's how to start a new template:

1. Go to the Gear ⚙ in the top right and then select Custom Form Styles

2. Choose New Style

3. Select a sales form type

4. Open the Design tab

5. Enter your template a name

6. Select Dive in with a template to choose a layout
7. Click on Make logo edits to upload your logo

8. Choose your color scheme and fonts

9. Select When in doubt, print it out to adjust the margins

10. Review the form and hit Done when ready.

In addition, when you make a new transaction, QuickBooks uses your default template. Although you can select a specific template directly from the form by following these steps:

1. Create or open an existing invoice, sales receipt, or estimate

2. Hit Customize in the footer

3. Choose your template from the list

You're all set!

Here's a helpful article to help you customize forms in QuickBooks Online.

Please don't hesitate to reach back out if you have any other questions. We're here to help!

B

bcschoolsportsAuthor

I have a further question on this. Can I not take my custom template, rename it, save it, and then make changes to it without it affecting other templates? This way I do not have to start from scratch as we spent quite a bit of time creating our template.

Thank you

B

bcschoolsportsAuthor

Hi bcschoolsports.

QuickBooks Online allows you to customize and set up multiple templates that you can choose directly from your invoice. I'd be happy to go over this with you.

Since you're QuickBooks is only letting you edit existing templates and not make new ones I recommend doing some browser troubleshooting as there could be something happening that's preventing your QuickBooks from working properly. The first step would be to clear your cache and cookies for your browser. Once that's done I recommend opening QuickBooks again in a private browser such as Google Chromes Incognito mode. If that doesn't work sometimes trying a different browser all together can work also.

If these steps still don't fix the issue I suggest reaching out to our support team so they can take a deeper look. You can reach them by the following methods: Schedule a Callback or start a Chat: click (?)Help in the upper right in QuickBooks Online > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook, Twitter, and Instagram.
Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

Have a great day!

Hi, Nick

I did speak with Chat and it was they who told me that I had to start with uploading a brand new template. I have tried incognito mode, but will try again with cache and cookies cleared and will try a new browser .if that doesn't work. Can I also make a New Receipt? I see that the receipt the previous person made says Bill To: rather than Received From: and has the same wording as our invoice. Thank you for your reply.

B

bcschoolsportsAuthor

I have a further question on this. Can I not take my custom template, rename it, save it, and then make changes to it without it affecting other templates? This way I do not have to start from scratch as we spent quite a bit of time creating our template.

Thank you

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