Awesome! Thank you very much!!

I'm having the same issue in QBO.  Have already created new templates without a problem but they are not accessible when I create a new one.  I'd like to be able to toggle between templates but am only able to name one as a default.  Please advise.  

Thanks for joining the thread, @Ta70.

I hope you're having a successful week so far. You can toggle between your created templates when you create an invoice by pushing the Customize button at the bottom of the screen. This will allow you to see all the different styles and custom templates you've made (see screenshot below).

You also want to keep in mind that once you use a template that's not set as default, you'll have to manually recreate the template if you're going to use it again. However, I'll let our Engineering team know about your idea to have more than one default template and switch between one or more. Your concept will then be considered for future QuickBooks updates.

I'm only a few clicks away if you have any other questions. Enjoy the rest of your week!

Hello,

So I already have a custom template, that I would like to edit.  However, I do not have the option to edit.  Only to delete, and rename.  Please help.

So I am trying to edit an existing template.  However I do not have the option to edit.  Only delete and rename.  Help?

I'm here to ensure you can edit an existing custom template in QuickBooks Online (QBO), @LRABITO.

I appreciate the screenshot you've shared. It seems that you imported your custom template that's why you won't be able to edit it. Please know that you can only edit an existing template if it's customized within QuickBooks.

To edit your imported template, you'll have to open and edit your original DOCX file. Then, import it again to QBO. But before doing so, you'll want to delete the existing template first. 

I'm adding this article to learn more about importing custom form styles: Import custom form styles for invoices or estimates.

Please let me know if you need clarification about this, or there's anything else I can do for you. I'll be standing by for your response. Have a great day.

I see. 

Can you tell me how I create a page break, and make it so that the top portion of the invoice (logo, PO# Payment terms) repeat at the top of each page?

Being able to show the top portion of your invoice is a great feature, LRABITO.

Custom form styles are available for you in QuickBooks Online (QBO).

For now, the only way to show your logo on every page of your invoice is to create a customized template and import them in QuickBooks Online (QBO). You'll have to make sure all fields match the EZ Map fields defined for the import to be successful. This ensures that all the invoice information at the top will show on all the pages. I've added this article again for you to find the detailed steps: Import Custom Form Styles For Invoices Or Estimates.

For future reference, you can create a scheduled type of recurring template in QBO: Create Recurring Transactions in QuickBooks Online.

Feel free to touch base with us at any time if you need further assistance. I'll be right here to help you.

How do we revise the existing QUICKBOOKS template to include a line for "payment received".  Right now our invoices go out with only notations showing invoice and amount. 

We would also like to reconcile and have a "remaining balance" at the bottom. 

I am not sure if the standard invoice template has all of this. 

If it does - then we simply would have to add our logo and mailing address. 

Our bookkeeper does not believe that we can send invoices with these notations on the bill -  "payment received" and  "remaining balance" and still have our logo - if there is a solution, please provide specific instructions for our bookkeeper or a number of someone to call.

Thank you

OK - not really the answer i was looking for.

Does the default template have the ability to generate invoices with "payment received" and a remaining balance?  Is there a box to check to include certain items?

Good afternoon, Ned49. 

Thanks for stopping by the Community. Your bookkeeper is correct in that you cannot add all those specific fields to your invoice template. I can see how that would be very beneficial to you and your business and many other business owners alike, so I'm going to mention this to our product engineer team to see about this feature getting added to a future update. You can keep an eye on the QuickBooks Blog, as that's where the most current information from Intuit is updated about changes being made in-product. 

I'm also including a helpful link for you to check out that highlights the invoice customization process in QuickBooks Online. 

Should you need any other assistance or have the desire to reach out to our support team as mentioned above, you can click this link to find the steps to reach them. 

If there's anything else I can help with, feel free to post here anytime. Thank you and have a lovely afternoon. 

So what can I say but "WOW!"  The worst customer service I ever experienced.  Texted customer service trying to find out how to get more than the one template that pops up on my Quickbook Self Employed page.  Told there was no other option but the one on the page.  Seems to differ from this information but...well... what can I say.   I think the rep wanted to leave for the day - when I told them I think based on what I see online they may be wrong, they simply suggested I drop quickbooks!  LOL .  Well, congrats, you lost a business account and probably many more.  Unreal, guys.   What a hot mess you guy are.

First, your customer service representative stated there wasn’t any other option.  Second, when I explained that there’s online instructions for functions not found on my page, you’re a customer service rep had no answer. This is not solved no matter how much you put a “solved” sticker on it. Terrible customer service again, guys.  Let me help you know in a bit. Try contacting the customer with someone who actually knows how to walk through your page and solve the problem with them. That’s what most quality services do including Google. A multi bazillion dollar company who still finds time to help their customers.

Solved???   Lol!  Look, the process you are describing is not on my account page and your OWN Customer Service rep said it did not exist!   It’s your own people who couldn’t figure it out.  The canned response is not working this time.  Fail again.

I don't have this pop up window so the invoice always uses the default template, how do I choose between a default template and another template?

What window near the top? I'm editing invoice templates for a client, and I can't change which template to use when I open up a new invoice. The client has QBO essentials.

Thanks for reaching out to the Community, businesscycle.
 

You can switch between different invoice templates from your Custom form styles page.
 

Here's how:

1. Use the Gear (⚙️) icon.
2. Choose Custom form styles.
3. Find a template you'd like to set as your default.
4. Under its ACTION column, click the Drop-down Arrow (▼).
5. Select Make default.
   

In the event you need to create a new template, simply click your New Style ▼ button and pick an appropriate type.

I've also included a detailed resource about working with custom form styles which may come in handy moving forward: Customize invoices, estimates, & sales receipts

I'll be here to help if there's any additional questions. Have an awesome Wednesday!

the pop up menu does not have an option to edit an existing template

Thanks for following this thread, @Tredunzo. It looks like you're experiencing a browser-related problem. Hence, the option to edit the existing template didn't appear. 

We can log in to your account using a private browser or incognito window to fix this issue. Use the following shortcut keys below:

• Google Chrome: Press CTRL  + Shift + N
• Mozilla Firefox: press CTRL  + Shift + P
• Internet Explorer: Press CTRL  + Shift + P
• Safari: Press Command + Shift + N

If the option is there, go back to your regular browser and start clearing the cache. If the issue persists, use another supported, up-to-date browser.

For future reference, check out this link to see what's new with estimates and invoices in QBO and how it can help your business.  

Feel free to visit and post again if you have additional concerns. We're always around to help. 

How can you make that custom template for all invoices without having to change it each time? Like make it a default?

How do you set a template as a default? Each new invoice goes back to the standard one. Do I have to customize each time?

Hey there, @mm1061. 

Thanks for joining in on this thread. I can help you change the default invoice template in your QuickBooks Online account. 

All you need do is locate the standard/default template and edit the template there. Here's how: 

1. Go to the Gear (Settings) icon in the top right-hand corner. 
2. Under the "Your Company" column, pick Custom form styles. 
3. Locate the Default/standard template and hit Edit. 

From there, you'll be able to make the changes you want. For future reference, here's a guide: Customize invoices, estimates, and sales receipts in QuickBooks Online.

That should do the trick. Feel free to reach back out if you need me. Take care! 

I know this is an older thread, but here is what all of the responses are neglecting to tell you:

Unless your user role has permissions for FULL access to Company Settings, you will not have access to choose a template on an invoice or to edit a template style. Change permissions in the user role and test; this is what is working for my clients. 

So.......I have been reading this thread.... There are to many people talking about different things!

Some of you are talking about, and replying to, the style type on the top of the actual invoice where you bill a client! some of you are talking about some settings gear that my computer system has, but my Quickbooks pro plus 2022 does not have! And you are all bouncing off each other taking about different items! 

Here is the issue i need help with:

When EMAILING an Invoice-

I have found under Edit>preferences>Send forms >>{Company Preferences Tab} >Invoice Template Name/ "set as default" (and make and set a Template as the "Default" 

Then I go to send the invoice, the cover page email is still, my last default that i send every month, even if i create a new template and set it as "The Default"!

There are NO "gears" for settings in my QBooks version!