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dfmmjones
Oct 8, 2020 11:55 AM UTC
Solved

Issues with Custom form styles. Modifying ANY of them applies the changes to all. Some customer are set with default but show an old one and can't change it. Help?

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SarahannCAnswer
Oct 8, 2020 5:32 PM UTC

Hello there, dfmmjones. Thanks for getting back here.

 

The newly modified email message in the template takes over and replaces with all existing invoice template messages. 

 

I see how ideal and useful to edit the email message without affecting other templates in QuickBooks. For now, you may consider checking our blog website to keep up-to-date about the enhanced and the other release features in QuickBooks. 

 

Please let me know if you need anything else. Keep safe.

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12 replies

GeorgiaC
Oct 8, 2020 12:48 PM UTC

Hello and Welcome to the Community, dfmmjones 👋

 

There are specific fields of the Custom Form Styles, such as the company information, which are interlinked by default and so will update across all. 

 

Can we check which modifications, in particular, you are making? 🧐 

 

Its currently only possible to set one default template which will then apply to all customers/transactions, is this the template which is showing when previewing the invoice of those customers? 

 

Thanks!

dfmmjonesAuthor
Oct 8, 2020 1:08 PM UTC

Hi

i have 4 different templates 

1 default 

3 specific (monthly, branch A and branch B)

 

I want to change the email message to say “this is your monthly invoice...” but when I do it to monthly template (not default) all of them change 

 

SarahannCAnswer
Oct 8, 2020 5:32 PM UTC

Hello there, dfmmjones. Thanks for getting back here.

 

The newly modified email message in the template takes over and replaces with all existing invoice template messages. 

 

I see how ideal and useful to edit the email message without affecting other templates in QuickBooks. For now, you may consider checking our blog website to keep up-to-date about the enhanced and the other release features in QuickBooks. 

 

Please let me know if you need anything else. Keep safe.

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