using a customized invoice template

KJatWork · ‎January 18, 2024

I have found no recent conversations about this since last February.

My admin has created several customized invoice templates according to client specifications. I have standard user-limited (customers & vendors) access. [At least that is what it looks like].

When I create a new invoice I cannot see any option to choose a saved customized invoice template. This is a vital issue as I handle all A/R except payment receipts.

I have tried this in the desktop app and in the web browser Chrome; all cache and memory have been cleared.

Has there been any resolution to this problem? If this option is still limited to admin-level users it shows IMO a clear lack of understanding of common small business workflow.

RheaMaeH · ‎January 18, 2024

Thank you for reaching out to the community, @KJatWork.

I understand the importance of using a customized template in QuickBooks Online (QBO). However, Standard Users with limited access to the Customers and Vendors section can only view, create, and delete invoices.

Since you want to use a customized template, you can go ahead and have the Company Admin give you the All Access role.

You can read more information about user access here: User Roles and Access Rights in QuickBooks Online.

Additional guidance about user management is provided in this article: Change the primary admin user in QuickBooks Online.

Please keep in touch if there's anything else I can do to help you customize your invoice templates. I always have your back and am always happy to help. Have a great day!

View solution in original post

KJatWork · ‎January 18, 2024

If I'm understanding correctly - the answer to my original question is that the issue hasn't been fixed/updated. The ability to access saved customized invoice template options is still locked out to all but admin-level users.

I will have my admin address this issue to QBO development feedback along with the issue that the QBO documentation should be more specific in regards to the user limitations (as opposed to the availability) of customized invoice templates.

Thank you for taking the time to answer.

View solution in original post

RheaMaeH · ‎January 18, 2024

Thank you for reaching out to the community, @KJatWork.

I understand the importance of using a customized template in QuickBooks Online (QBO). However, Standard Users with limited access to the Customers and Vendors section can only view, create, and delete invoices.

Since you want to use a customized template, you can go ahead and have the Company Admin give you the All Access role.

You can read more information about user access here: User Roles and Access Rights in QuickBooks Online.

Additional guidance about user management is provided in this article: Change the primary admin user in QuickBooks Online.

Please keep in touch if there's anything else I can do to help you customize your invoice templates. I always have your back and am always happy to help. Have a great day!

KJatWork · ‎January 18, 2024

If I'm understanding correctly - the answer to my original question is that the issue hasn't been fixed/updated. The ability to access saved customized invoice template options is still locked out to all but admin-level users.

I will have my admin address this issue to QBO development feedback along with the issue that the QBO documentation should be more specific in regards to the user limitations (as opposed to the availability) of customized invoice templates.

Thank you for taking the time to answer.

AbegailS_ · ‎January 18, 2024

Thank you for the update, @KJatWork. We look forward to receiving your feedback. If there's anything else we can assist you with, please feel free to let us know.

Madcat77

I can't find the feature where you can upload your own custom templates to Sales Invoice. Is this feature discontinued, if not, can you please tell me how to enable it. I need a custom design for my Sales Invoice. Thanks.

Jovelyn_M

The ability to upload customized invoice templates in QuickBooks Online (QBO) has been discontinued, Madcat77. Let me assist you further.

While this feature is no longer available, you can still customize your invoices using the built-in template customization tools in your QuickBooks account.

Here's how to create a new template:

Go to the Gear icon and select Custom form styles.
Click New Style.
Choose the type of sales form you’d like to customize.

If you require additional assistance, please don't hesitate to leave a comment below.

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using a customized invoice template