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Level 1

change default invoice template

So I cannot believe that I cannot make Batch invoices for my customers when I have price level set for the customer. It does not adjust the price. So instead I spent hours again invoicing all my customers and created memorised transactions so I do not need to do this again every month since they are re-occurring. 

Bu now the problem. I need to change the Invoice template and I cannot because the transaction is memorised with the OLD template. Is QuickBooks telling me that I have to make all new memorised transaction to use the new Invoice template??

 

Id like to really find a way to bulk invoice all my customers with there price leve!

3 Comments
Highlighted
Level 15

change default invoice template

price level lists have long been an area of contention in QBDT.  They are not live, if you set the list to modify the price based on unit cost, and unit cost changes, the list does not up date.

 

Have you tried editing the memorized invoice, change the template, and memorize/replace?

 

Highlighted
Level 1

change default invoice template

This is what i am trying to avoid. I have hundrends of re-occuring invoice per month. I do not want o go in and edit them all for a global change.

Highlighted
Level 15

change default invoice template

unfortunately, a memorized transaction is just that, a snapshot used over and over, it is not live either

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