Hello there, @johnwood. You'll need to make sure that your customized template is set as default. And I'd be happy to walk you through the steps. Go to the Gear icon.Select Custom Form Styles.Choose the name of the template, then click the drop-down button under Action column.Select Make default. You can also consider this option by selecting the customized template in the Invoice page. Here's how: Click the Plus (+) icon, then select Invoice.In the lower middle part of the Invoice, click Customize.Select the created template.Once done, all of your printed invoices will be the same as your customized invoice template. You might also want to read this article to learn more about importing custom form style: Import Custom Form Styles for Invoices or Estimates. Please keep me posted on how things go with this. I'm here anytime you need further help in customizing template.

Question

My custom invoice template is not rendering when I publish an invoice. Looks fine in template folder.

16 replies
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QuickBooks Online

M

Mark_R

Moderator

Hello there, @johnwood.

You'll need to make sure that your customized template is set as default. And I'd be happy to walk you through the steps.

Go to the Gear icon.
Select Custom Form Styles.
Choose the name of the template, then click the drop-down button under Action column.
Select Make default.

You can also consider this option by selecting the customized template in the Invoice page. Here's how:

Click the Plus (+) icon, then select Invoice.
In the lower middle part of the Invoice, click Customize.
Select the created template.

Once done, all of your printed invoices will be the same as your customized invoice template.

You might also want to read this article to learn more about importing custom form style: Import Custom Form Styles for Invoices or Estimates.

Please keep me posted on how things go with this. I'm here anytime you need further help in customizing template.

J

johnwoodAuthor

Hey Thanks for the reply. It has been working fine up until last software upgrade. See attached snapshot. Not sure where to go from here!

J

James Miller

I can't save it as my default invoice.

M

Mich_S

Level 5

I can see you're trying to set a template as default for invoices in QuickBooks Online, @James Miller. I'm here to help you sort things out.

Did you follow the suggestions and troubleshooting methods from my colleague's earlier post? If not, I recommend going through the process of making a different template and seeing whether you're receiving the same outcome.

On the other hand, if you've completed it and are still experiencing issues, I suggest contacting our Customer Support team. They can investigate this further and provide you with the best response answer to your concern. Here's how to contact support:

Log in to your QBO account.
Click on Help (?).
Choose either tab to start:
- Assistant: Receive prompt, customized responses. Choose one of the offered answers, or enter your concern. You can still Talk to a human being if you feel that you require more assistance.
- Search: Directly search the knowledge base for QBO, or choose Contact Us to find a way to get in touch with us.:
  - Start a chat
  - Get a callback
  - Ask the community

Also, take note of their support hours to make sure they're available for help.

Here's how you can handle invoice payments in QuickBooks, feel free to browse these articles:

You can always get back to us. We're here to back you up if you have other concerns with sales forms or QuickBooks. Keep safe and don't overwork yourself.

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