default template

Let's make sure you're able to use a different invoice template, BernieJ.

While you're unable to change the default template, you need to select a different one before saving the invoice. Doing this will ensure you're using the correct template.

See the attached screenshot below for your visual guide.

You can also make other templates inactive you aren't using. Doing this will remove them on the invoice page. Let me show you how:

1. From the Lists menu, select Templates.
2. Right-click the template, then choose Make Template Inactive.

I've added these articles to help customize and steps to solve in case you're having issues about it:

• Use and customize form templates
• Fix common issues when you use and customize templates.

Let me know if you need anything else with your invoices. I'm always right here to help you.

We have different users that will be using different invoice templates.  I am working with one of the users on creating invoices and each new invoice reverts back to the Intuit Service Invoice template and he has to change the template for each invoice.  (He is the only one working on invoices today).  Is there a setting in the Edit/Preferences window that I am missing?

Thanks for getting back to us here in the Community, @BernieJ.

There isn't an option in the Edit/Preferences window that you've missed. This is because currently, setting up a default invoice template in QuickBooks Desktop (QBDT) is unavailable. The system will basically retain the template based on the last saved invoice.

Since the system reverts to the same invoice template (Intuit Service Invoice) even after using a different one, you may have utilized a damaged template. With this, you can delete and then re-create it to refresh the system. 

Once done, create and save an invoice using the newly re-created template. Then, pull up a new one and see if the previously selected template auto-populates the Template field.

However, in case the scenario continues, I'd recommend utilizing the Rebuild Data tool to fix any minor data issue with your company file. You can refer to this article for the step-by-step guide: Fix data damage on your QuickBooks Desktop company file. It also includes other recommended solutions in fixing data issues in QBDT.

Please let me know how it goes by leaving a comment below. If you have other concerns about managing invoices and other sales transactions, I'm just around to help. Take care always.