Setting the invoice template when click for new invoice

Ffraga · ‎October 28, 2021

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

Rasa-LilaM · ‎October 28, 2021

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:

Press the Help menu at the top bar to choose Send Feedback Online and Product Suggestions.
In the QuickBooks Feedback window, click the Type of Feedback drop-down to select Product Suggestion.
Tap the Product Area drop-down and choose the specific QuickBooks function.
Type your product suggestions in Here is my suggestion box.
Fill in the remaining fields.
Click Send Feedback.

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.

View solution in original post

Rasa-LilaM · ‎October 28, 2021

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:

Press the Help menu at the top bar to choose Send Feedback Online and Product Suggestions.
In the QuickBooks Feedback window, click the Type of Feedback drop-down to select Product Suggestion.
Tap the Product Area drop-down and choose the specific QuickBooks function.
Type your product suggestions in Here is my suggestion box.
Fill in the remaining fields.
Click Send Feedback.

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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Setting the invoice template when click for new invoice

Setting the invoice template when click for new invoice

Setting the invoice template when click for new invoice

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