cancel
Showing results for 
Search instead for 
Did you mean: 
richard45
Level 1

How do I make the invoice modified by layout designer my default invoice?

I have modifed an invoice using a product invoice template. How can I make it the invoice form used when creating an invoice on the home screen?
3 Comments 3
BigRedConsulting
Community Champion

How do I make the invoice modified by layout designer my default invoice?

Use it on a new invoice.  When you save the invoice it becomes the default to use until you change it again.

Ashley H
QuickBooks Team

How do I make the invoice modified by layout designer my default invoice?

Hello, @richard45. I'm here to provide you more information on templates in QuickBooks Desktop.

 

Once you've created an invoice template, the next step is to create a new invoice using this template. When you use the new template, Quickbooks will then generate this form for every invoice until you change it again. Here's how you can see your templates:

  1. Go to Lists at the top of your QuickBooks account.
  2. Choose Templates.
  3. A small window will appear with all of the templates you have in your account.

undefined

For more information on how you can use and customize form templates, click here.

 

If you have more questions, please let me know. I'll keep an eye out for a response.

Jeanette8
Level 1

How do I make the invoice modified by layout designer my default invoice?

Wow, so easy. Thank you!

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us