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Level 3

Set default invoice template by customer in QB for Mac desktop

Various customers need specific information on the invoices that we provide.  This specific information is different across several customers. 

Is there a way that I can get the appropriate invoice to be used when I choose a "Customer: Job/Group" in Create invoices?  Is there a way to attach an invoice template to a Customer?

 

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Best answer 09-22-2019

Accepted Solutions
Level 15

Re: Set default invoice template by customer in QB for Mac desktop

No there is no way to assign a template to a customer

 

About the only way around this is to memorize a customer invoice, and use it over and over, that should retain the same template per customer for you

View solution in original post

1 Comment
Level 15

Re: Set default invoice template by customer in QB for Mac desktop

No there is no way to assign a template to a customer

 

About the only way around this is to memorize a customer invoice, and use it over and over, that should retain the same template per customer for you

View solution in original post

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