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June 24, 2023
Question

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

  • June 24, 2023
  • 1 reply
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1 reply

June 24, 2023

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.

 

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!