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Cathy M
Level 1

change default invoice template

I have changed the default invoice template in company preferences to the product invoice template.

 

When I go to the Home tab/create invoices, the professional invoice is opening.  How do I get the product invoice to be the template that always opens in the create invoices tab.

1 Comment
lynda
Community Champion

change default invoice template

Hello @Cathy M 

Sometimes the setting doesn't stick.  You may have to select the template you want to use and then create an invoice, hit save and new.  You may have to do this several times till QB DT remembers. But it will.

 

Lynda

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