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craig-george
June 25, 2019
Solved

How do I delete invoice templates

  • June 25, 2019
  • 2 replies
  • 0 views
Original commenter did not share additional details
Best answer by Zac Product Champion

Hi Craig, 

 

If you are referring to deleting the templates you created under "Custom Form Styles", you can delete them by clicking on the downward pointing arrow right next to "Edit", or "Preview PDF" if it's an imported style, then click on "Delete".

 

Please let us know if it is something else that you need help with. 

 

Thank you. 

2 replies

Zac Product Champion
Zac Product ChampionAnswer
June 25, 2019

Hi Craig, 

 

If you are referring to deleting the templates you created under "Custom Form Styles", you can delete them by clicking on the downward pointing arrow right next to "Edit", or "Preview PDF" if it's an imported style, then click on "Delete".

 

Please let us know if it is something else that you need help with. 

 

Thank you. 

C
craig-georgeAuthor
June 25, 2019

Hi Zac,

I don't seem to have those options.

Am using the online version.

Cant find custom form sttyles

S
SarahannC
June 25, 2019

Thanks for getting back to us, @craig-george 

 

QuickBooks Online has a Custom Form Style feature. Let me show you where to locate it:

 

  1. Go to the Gear icon.
  2. Select Custom Form Styles under Your Company.
  3. Click the Drop-down arrow next to Edit.
  4. Select Delete.
  5. Click Yes, delete this style to confirm.

I've attached a screenshot below:

 

Also, you might want to check this article on how to customize invoice emails.

 

Reach out to us anytime if you have other concerns. Have a great day!

C
corusllcconstruction
September 16, 2022

Not sure if this will help as I am using quickbooks desktop contractors edition: 

however it worked for me. 

I was getting frustrated because I could not get the template I customized to be my default invoice template and what I found is that even though I can not delete some of the old templates but I can make them inactive so the other ones do not show up and it will make my custom template the only and default one that shows when I make invoices. 

 

Lists>Templates>Right click on the template you want to delete or make inactive>Click Delete template or Make template inactive 

 

Your welcome (: 

 

Signed - a fellow frustrated quickbooks user

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