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T
TheCrystalCookieJar
November 17, 2021
Question

How to switch between customize templates

  • November 17, 2021
  • 1 reply
  • 0 views

Hello, I have set up 3 different templates in my QB and I have read the instructions to choose 'customize' at the bottom to choose which template I would like to use, however when I try to choose a different one, nothing ever changes. What am I missing? I see the 3 I created, and they are all different, but I don't know how to switch between them.

 

Thank you in advance for any help.

Crystal 

1 reply

S
ShiellaGraceA
November 17, 2021

Thanks for visiting us here, @TheCrystalCookieJar.

 

I'll share the steps on how you can switch invoice templates. All you have to do is select the Customise button below the invoice.

 

Below are the easy steps:

 

  1. Go to +New.
  2. Select Invoice.
  3. Hover towards Customise, then mark the template you want to use. See the image below.
  4. Enter the invoice details.
  5. Tap Save and then Print or Preview to check. Select Close when you're done checking.
  6. Click Save and send or Save and close.

 

 

 

 

With the above steps, you're able to switch between templates whichever you desire. For details, check out this guide: Customise invoices, quotes, and sales receipts in QuickBooks Online.

 

I'm also attaching this link in case you need help managing customer-related tasks: Topics about your company's income and customers.

 

Don't hesitate to reply anytime if you still have questions or concerns with invoices. I'm always here to help. Take care and have a great day ahead.

T
TheCrystalCookieJarAuthor
November 18, 2021

Thank you for your quick reply! However, this does not work. When I choose the different templates I have created, nothing changes. 

T
TheCrystalCookieJarAuthor
November 18, 2021

When I choose the different templates, the content of the invoices (the body of the invoice text which is different for each of mine) does not change. I have to manually change it every single time I need to switch between invoices. 

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