cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here
accounts@habston
Level 1

How to make the new style invoice I created the default instead of the standard invoice?

 
1 Comment 1
CharleneMaeF
QuickBooks Team

How to make the new style invoice I created the default instead of the standard invoice?

I'm here to help you make your invoice template a default, accounts.

 

We can change the default sales template in the Custom form styles page in QuickBooks Online. I'll show you how:

 

  1. Go to the Gear icon and then select Custom form styles.
  2. Locate the form you want to make as the default.
  3. Click the drop-down menu under Edit.
  4. Select Make default.
    Capture.PNG

 

For more details about personalising sales forms, please check this article: Customise Invoices, Estimates, and Sales Receipts in QuickBooks Online.

 

Additionally, I've added this article that'll help you gently remind customers about invoice due dates: Send Invoice Reminders Automatically or Manually.

 

Please fill me in if you have any other questions about customising form templates. I'll always be around to help. Keep safe!