How do I assign seperate templates to invoices and sales receipts?

Hi there, Howard.

In QuickBooks Online (QBO), once you successfully create the template, you can make it as default. I can provide you with the steps to make your template as default.

Here's how:

1. Go to the + New icon, and click Invoices.
2. On the invoice, select Manage.
3. Select Design. Then, under Other templates, click Manage.
4. On the Custom form styles, under the Action column. Click the dropdown arrow and click Make default for both sales receipts and invoices.

If you have the old invoice layout, you can refer to these steps on how to:

1. Go to the + New icon. Then, select Invoices.
2. On the bottom part of the invoice, click Customize.
3. To make it default, choose the template you've created.

I've also added a couple of screenshots for your visual reference.

Furthermore, you can refer to our article on how to set a schedule for your invoices and send it to your customers: Create recurring transactions in QuickBooks Online

Don't hesitate to comment if you still have concerns about managing your invoices. I'm always here to help you.

Thank you for the information but what I am looking to do is set a default template for the invoices, and a different template as default for sales receipt. Is this possible?

Yes, this is possible, Howard.

I've got you covered. I'll provide the accurate steps to set a different default template for your invoice and sales receipt.

Once you add and customize a specific template for each sales transaction (invoice and sales receipt), we can set it as the default, so it'll automatically apply to all entries when you create them.

To do so, please follow these steps:

1. Go to the Gear icon and then select Custom for styles.
   
   
2. Locate the invoice layout you want to use for all the transactions.
   
3. Under the Action column, click the drop-down arrow beside Edit. Then, choose Make default.
   
   
4. A pop-up message will appear, then hit Change template to apply the changes.
   
   
5. Once done, repeat the steps for the sales receipt. Make sure under Form type, it's labeled as a Sales receipt to avoid modifying the other forms.
   
   

You can view the screenshot below to see how they'll appear after you have performed the instructions.

For more details about personalizing and adding specific info to your sales forms, please see this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Finally, you can start creating your sales transactions without updating the template constantly. 

Do you need additional assistance with the process, Howard? If so, please don't hesitate to get back on this thread. I'm always ready to help you out. Aside from that, you can also post other QuickBooks-related questions and concerns. We're open 24/7.