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Hello,
I'm having an issue here with invoices.
I have just two invoice templates, one called "Packslip" and one called "invoice full"
With my user , when I click to Create a new invoice, it shows the template "invoice full", but when my coworker, with her user, click on Create new invoice, it opens with the "Packslip"
how can I set the default template when I click on create new invoice?
Thanks
Solved! Go to Solution.
It’s nice to see you in the Community today, Ffraga.
This isn’t what I want you to experience, especially when creating invoices. Let me route you in the right direction about your concern.
In QuickBooks Desktop (QBDT), we’re unable to set a default template. It works in a sticky mode where the last sales form used is applied to the next invoice and will only change once you select a new one.
We're always looking for ways to improve the desktop program and have various improvements to streamline the customization process for invoices. This includes setting a default sales template. I recommend sending feedback about this feature to our product engineers for inclusion in a future update.
Here’s how:
I’m adding a link that contains resources on how to handle customer-related tasks: QBDT guide. The topics include managing payments, customizing sales forms, processing refunds, credits, and statements.
Drop a comment below if you still need assistance with managing sales forms. I’m more than happy to help you. Enjoy your day.
It’s nice to see you in the Community today, Ffraga.
This isn’t what I want you to experience, especially when creating invoices. Let me route you in the right direction about your concern.
In QuickBooks Desktop (QBDT), we’re unable to set a default template. It works in a sticky mode where the last sales form used is applied to the next invoice and will only change once you select a new one.
We're always looking for ways to improve the desktop program and have various improvements to streamline the customization process for invoices. This includes setting a default sales template. I recommend sending feedback about this feature to our product engineers for inclusion in a future update.
Here’s how:
I’m adding a link that contains resources on how to handle customer-related tasks: QBDT guide. The topics include managing payments, customizing sales forms, processing refunds, credits, and statements.
Drop a comment below if you still need assistance with managing sales forms. I’m more than happy to help you. Enjoy your day.
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