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I would like to make an invoice template already populated with my products. Anyone aware of a way to do it? I'm running QB on-line. Thanks

 
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ProAdvisor

Re: I would like to make an invoice template already populated with my products. Anyone aware of a way to do it? I'm running QB on-line. Thanks

@allen-l-bailey

 

In QBO, you can create a recurring transactions Invoice template and save it as Unscheduled type. And you can duplicate and use this to when you need to create a new invoice.


From the Gear icon > Lists > Recurring Transactions > New.


Create a new Invoice template and save it as Unscheduled type.
When you're ready to create a new invoice for a customer/client, come back to Recurring Transactions page and select template in question and select Duplicate (under Action column) template. To create a new Invoice, just select "Use" (under Action column). Make sure to change customer you want.

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Re: I would like to make an invoice template already populated with my products. Anyone aware of a way to do it? I'm running QB on-line. Thanks

I would just go to Sales>Invoices, take the last one issued that you want to use, and copy it (click the drop down on the right to Copy), and change the date and customer