I am having problems with invoice template. I select default for my new template and everytime get the original template when i go to make my invoice, any idea why ?

Hello Usergavin,  

Welcome to the Community page, 

If you are creating a new invoice then it should show you in customise on the invoice the default one you have selected, if you are going into an already created invoice transaction then you would need to click on the customise and click on the default option, it will always have the the standard one showing for you. 

Hi Ashleigh,

Thanks for the reply.

The problem i have is when i click on the template that i request, that has already been made default, the template does not change it just stays the original.

I have checked that my template has loaded and i can see it in a pdf on viewer, but when it comes to selecting it to use it just wont load and im stuck with the original screen.

Regards

Gavin

Thanks for getting back to us Gavin, are you applying the template to an invoice that was created from an estimate (progress invoicing) or to a new invoice? 

To check for any cache issue that may be impacting this I'd be grateful if you could sign-in on a private browsing window (on Chrome, select the 3 dots in the top-right > new incognito window on the drop-down) and go to the Cog > Custom form styles and then change the default back to the standard template, before switching back to your new template and then previewing an invoice. 

Thanks again :)

Hi Georgia,

I have made a new invoice template and its showing on PDF and it shows if go to customise, it just wont show when default is selected or if standard and i select the template from the list in customise.

I did what you asked with incognito and the same thing is happening its getting very frustrating now for such a simple task.

I have attached a video link.

https://www.icloud.com/attachment/?u=https%3A%2F%2Fcvws.icloud-content.com%2FB%2FAQTJJjSCmhG43RXDDGC...

Regards

Gavin

Hi Georgia,

I have worked out the issue.

Thanks

Gavin

Great thanks for letting us know Gavin, feel free to come back here to the Community  if you have any more queries:smiling_face_with_smiling_eyes:

Hi Gavin

I am having this issue - would be really grateful to know how you fixed 

Cheers

Dan

Hi DanK2 thanks for posting on this thread, please can you try clearing your cache and cookies to all time, close the browser down reload it and try again see if that resolves it for you.