Can i set a custom invoice template as the template for sales receipts? I have already uploaded my custom invoice template it and set it as default

Hi there, @tukan. I'm here to help you customize your Sales Receipts template.

In the Custom Form Styles, you can have templates for any sales form. If you have the template set to only Invoices, then you have to create a new form for Sales Receipts or you can edit the Master form.

How to Create a Sales Receipt Template:

1. Go to the Gear Icon ⚙.
2. Select Custom Form Styles.
3. Choose New Style on the top right of this page.
4. Pick Sales Receipts from the drop-down menu.
5. Now you can customize the template however you like.
6. Whenever you finish crafting your form, then you click on Done on the bottom right of the window to save.

It's that easy! Here's an article with more information on how to Customize your invoices, estimates, and sales receipts in QuickBooks Online.

Thank you for reaching out here in the Community. Have a great weekend.

I have created a custom invoice form in word and imported it to QBO, but it doesn't let me use it for sales receipt as well, nor lets me create a custom form for sales receipt, only Estimate or Invoice

We can only set a default template with the same sales form, tukan. 

There are fields in the Invoice that are only shown on a Sales Receipt and vice versa. That's why we're unable to interchange them. While the option to import a sales receipt template is unavailable, we can create a new style and set it to default. Please follow the steps given by my colleague above on how to create a new one. 

Here are the easy steps in making the template as default:

1. From the Custom form styles page. 
2. Look for the sales receipt template and click the drop-down arrow beside Edit. 
3. Select Make default. 

I just sent a feedback notification to our engineers so they can add an option to also import other sales forms aside from the invoice and estimates. 

I'm here to help if you need anything else. Let me know by tagging my name. 

Product Enhancement Request
Please can you add 'Sales Receipt' to Custom Forms IMPORT STYLE. Thisd is a really important feature and can't be that difficult to do, after all it's only shortcodes.

Hi there, @howardjennings.
 

I'll surely send this feedback to our product engineers to get this fixed. You can visit our QuickBooks Blog to see the latest product updates.
 

You can check these articles for your future reference: Email and customize sales form.

If you have follow-up questions, feel free to leave a comment below. Have a good one.

I have created a custom template, but I do not see how to choose it when creating a new sales receipt. Online it says there should be a "custom" button at the bottom of the sales receipt screen, but there is not. I am able to change the custom template to the default and it is used, but I don't want the custom template as the default. How do I select which template to use when creating a new sales receipt?

Hi @mckeever-fab-gma,

I'll take care of your query about the sales receipt template in QuickBooks Online (QBO).

It's the Customize menu that you can go to when you want to edit your current template or use a different one altogether. See the screenshot below for your reference:

If you don't see the menus at the bottom of the page on your end, I suggest you open your browser's private window. This isolates cache, which is the usual culprit for a browser's unusual behavior. 

• Google Chrome: Ctrl + Shift + N
• Microsoft Edge: Ctrl + Shift + P
• Firefox: Ctrl + Shift + P
• Safari: Command + Shift + N

If that works, go back to your regular browser and clear its cache. Otherwise, open an alternative browser that's available for you. 

Take a look at this article: Customize invoices, estimates, and sales receipts in QuickBooks Online. It's a detailed guide on how you can customize sales forms in your QBO company. 

Post a reply and tag me in the comments below if you have other questions about custom form styles. I'll get back to you as soon as I can. 

Hi Ryan,

I opened the private browser for chrome and still do not see the customize link. I only have Print or Preview and Make recurring. I will note, I received error messages stating I do not have permission to make changes when I was creating the custom template, yet QB allowed me to save and I do see the template changes. I just can't use it unless I set it as the default. 

Thanks for keeping us updated with the results, mckeever-fab-gma.

You must log in as the administrator of the account to be able to make changes when creating custom templates.

Here are some great resources to become more familiar with the different user types in QBO: 

• User types in QuickBooks Online.
• What different types of users can I add to my company?

If this doesn't work, please get in touch with our QuickBooks Care Support

Here's how:

1. Go to the Help menu at the upper right.
2. Select Contact Us.
3. Enter your concern.
4. Click Let’s talk.
5. Choose Get a callback. 
6. Type in your contact info.
7. Select Confirm my call.

You can check out this article for our most updated contact information: Support hours and types.

Looking forward to hearing your response. Get back to me and I'd be happy to assist.

It seems to me I have been given an administrator role because I was able to set the chart of accounts. I will check with the business owner to verify. Does the fact that I was added as the Accountant have a bearing?

Hi mckeever-fab-gma!

An accountant user has the same access as the company administrator, so you can customize templates and use them. Please do the basic browser troubleshooting steps and try again.

To start, you'll want to sign in to QuickBooks using a private browser. This step disables its extensions and stops the cache from saving your browsing history.

• Google Chrome: Ctrl + Shift + N
• MS Edge and Firefox: Ctrl + Shift + P
• Safari: Command + Shift + N

If you can see the Customize option, you can go back to your regular browser and clear the browser's cache. If not, please try other browsers to see if you get the same thing or not.

Feel free to share an update after doing the steps above.

Once I have set multiple options for custom templates, is there a way for our employees (who are either Sales Managers or Standard Users) to actually implement an Invoice or Estimate template of choice? When speaking with a QB chat representative, it was explained that only Administrators are the only ones who have access to the templates that have been created. If true, it certainly would be very helpful for employees to have the ability to decide between templates. 

Hey there, erinMo.

Thanks for joining this thread. I'd be glad to provide some info regarding employee permissions in your QuickBooks Online account.

The account users' ability to access custom templates depends on how they are set up in the system. These access abilities can be changed anytime as well. Here's how:

1. Click the Gear icon in the top right corner.

2. Select Manage users.
3. Locate the user you want to edit. Then select Edit in the Action column.

4. In the User type drop-down ▼ menu, select the new user type.

5. Choose the user settings, if applicable.

6. Click Save.

7. Ask the user to sign out and sign in again into QuickBooks Online to see the updates.

The following linked article provides even more info about managing users in QuickBooks Online. Additionally, this link provides details about user roles and access rights.

Please don't hesitate to reach back out if you have any other questions. I'm only a comment or post away.

Hi there and thank you for the response. However, the issue isn't changing the permissions. It's a question of whether only Administrators are allowed to toggle between templates. We have several invoice templates we like to use and we would like if our Sales Managers also had access to switch between estimate and invoice templates. Is this only accessible if their permissions are changed to Administrator? 

Thanks for following up, erinMo.

Your sales managers will be able to toggle between different templates based on their standard user access rights that have been granted. According to the user roles and access rights article, if you choose to give a manager "All access," they will be able to "access everything for customers and sales as well as vendors and purchases." This description would include the templates you've created to be sent to your customers.

I'll be here if there's anything else I can help with.

I'd like to update that the feature has not been implemented at the moment. 

This is a very important and necessary feature to customize sales receipts.

Hi,

I'd like to update that the feature is not implemented as of today when over 2 years have passed!

This is a very important and necessary feature on quickbooks for customizing sales receipts.