Moderator

Reports and accounting

Hi there, damonsy1981!

 

You're actually on the right track. Let me add a few insights and help you make sure your shipping address won't get included in your transactions.

 

A customized form template needs to be selected when you create a transaction. Just click Customize at the bottom of the transaction page and choose the template you want.

 

You also have the option to set this template as your default template. Here's how:

  1. On the Custom form styles page, locate any template created.
  2. Under the ACTION column, click on the Edit drop-down menu.
  3. Select Make default.

Please have a check and read the article about customizing your form style: How to Customize Invoices, Estimates, and Sales Receipts?

 

We're always here to help if need any assistance in the future. Have a wonderful day!