cancel
Showing results for 
Search instead for 
Did you mean: 
Karl 1
Level 1

How can I change the default on the invoice template so print invoices is not checked

 
8 Comments 8
Rubielyn_J
QuickBooks Team

How can I change the default on the invoice template so print invoices is not checked

I'll gladly guide you on how to change the invoice template in QuickBooks Desktop, @Karl 1.

 

To modify the default template, let's untick the Print Later box. To do this, record a new invoice and disable the option. This state becomes the default until you mark the box again while creating a new transaction.

 

Let me show you how:

 

  1. In your QuickBooks Desktop file, go to the Customers menu.
  2. Select Create Invoices.
  3. On the Invoice page, enter the necessary information.
  4. Make sure that the Print Later box is unchecked.
  5. Once done, click Save and Close.

 

Moreover, I've added an article you can review to help you manage and customize form templates in QuickBooks Desktop: Use, duplicate and import templates.

 

Keep in touch if you have other questions about handling your invoice or other sales transactions in QuickBooks. I'll be happy to help you again. Stay safe and have a pleasant day!

Rubielyn_J
QuickBooks Team

How can I change the default on the invoice template so print invoices is not checked

Hi, @Karl 1.

 

Hope you’re doing great. I wanted to see how everything is going about the invoice template concern you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!

juliehite
Level 2

How can I change the default on the invoice template so print invoices is not checked

I need to create a PDF file of all of my invoices.  I can do this using BATCH if the invoices are marked "Print Later."  However, none are marked this way.  Is there a way to change this setting for previous invoices?  So that I can Batch print all of the invoices to PDF?

MJoy_D
Moderator

How can I change the default on the invoice template so print invoices is not checked

I can assist you with updating and printing your invoices, @juliehite

 

To mark invoices as Print Later, you'll need to do it one by one. 

 

Here's how to open and edit your invoices individually:

 

  1. Go to the Customers menu and select Customer Center
  2. On the window that appears, go to the Transactions tab. 
  3. Select Invoices
    invoices qbdt.JPG
  4. Click to open the invoice and tick the checkbox for Print Laterprint later qbdt.JPG
  5. Click on Save & Close once done and then Yes to save the changes. 

 

Once done, go to the File menu to print all the invoices:

 

  1. From the File menu, hover to Print Forms and click on Invoicesprint invoices qbdt.JPG
  2. Click on Select All and then OK.
  3. Follow the prompts to finish printing your invoices. 

 

The feature to generate a PDF file containing all invoices and print them is a great addition to our current features. I encourage you to share your feedback with our developers to help them include this feature in future releases. I assure you that I'll do the same on my part.

 

Here's how:

 

  1. Select Send Feedback Online from the Help menu. 
  2. Click the Product Suggestion from the dropdown menu.
  3. Fill out the on-screen instructions in the QuickBooks Feedback window.
  4. After that, click Send Feedback.
     feedback QBDT.JPG

 

Refer to these articles for more information about creating and printing your invoices in QuickBooks Desktop:

 

 

Additionally, here's how you'll record an invoice payment once you receive it. 

 

Let me know if you need more help or have further questions about printing your invoices. I'm always glad to help in any way I can. Have a great rest of the day!

juliehite
Level 2

How can I change the default on the invoice template so print invoices is not checked

Thank you.  I can see how that will work. Great!

However, is there any way to change "Print Later" other than one by one?  I also need to print PDF of all sales receipts (10,000+) and Purchase Orders (600+).  

I wonder how we could simply select the forms to print (when we want to print them).

 

Any other ideas on how to print Sales Receipts to PDF? (without marking them individually?)

MarkAngeloG
QuickBooks Team

How can I change the default on the invoice template so print invoices is not checked

Hello there, Julie.

 

We understand your business needs and always strive to provide you with the excellent service everyone needs. However, the option to print all your Sales Receipts and Purchase Orders at once is currently unavailable. In the meantime, you can also run a Transaction List report that only shows Sales Receipts and Purchase Orders transactions to print it efficiently.

 

While this option isn't currently available, I recommend sending direct feedback to our product engineers to help them include this feature in future releases. Rest assured, I'll do the same on my end.

 

Here's how:

 

  1. Go to the Help menu, then select Send Feedback Online
  2. Select the Product Suggestion from the dropdown menu.
  3. Fill out the on-screen instructions in the QuickBooks Feedback window.
  4. After that, click Send Feedback.

 

You may also want to consider creating customized reports in QuickBooks Desktop to personalize everything you want to show fully.

 

As always, the Community space is here to help everyone provide solutions. Let me know if you have additional concerns besides printing transactions in bulk. I'm just around the corner to assist you.

Bradford5753
Level 1

How can I change the default on the invoice template so print invoices is not checked

I have 1,418,100 invoices in reminders with the PRINT LATER box checked.  We can open and un click one by one BUT is there an easier way to get rid of these?  In mass?  Thanks

NinoNorth
QuickBooks Team

How can I change the default on the invoice template so print invoices is not checked

It sounds like you may have reached us in the error of 1,418,100 invoices in reminders with the print later box checked.

 

As mentioned by my colleague, you will have to uncheck the "print later" option for each invoice one by one. there is currently no option to uncheck all the invoices in your print later box at once.

 

We understand your business needs and always strive to provide excellent service that caters to everyone's needs. Therefore, I suggest sending direct feedback to our product engineers to help them include this feature in the future.

 

Here's how to send feedback:

 

  1. Go to the Help menu, then select Send Feedback Online.
  2. Select the Product Suggestion from the dropdown menu. Fill out the on-screen instructions in the QuickBooks Feedback window.
  3. After that, click Send Feedback.

 

For future reference, you can learn how to receive and process customer payments for invoices and in-person sales: Take and process payments in QuickBooks Desktop.

 

I appreciate your understanding in this matter to uncheck the invoices that are in reminders in the print later box. Please feel free to reach out with any questions you may have. Just comment down below.

Need to get in touch?

Contact us