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k1s1
October 3, 2022
Question

Invoiced using custom template but email uses other/default template

  • October 3, 2022
  • 1 reply
  • 0 views

We trade under 2 names and so have a default invoice and a 2nd custom invoice.

 

So I go to gear icon... Custom Form Styles... create a custom invoice and see three tabs: Design, Content, Emails. I select a different logo and other details, which appears correctly in the preview windows.  PDF preview also shows the correct details.

I

create a new invoice using the custom template, but when the email preview comes up it's showing the wrong logo and details - i.e. it's showing the default, not the custom.

What's going wrong and how can it be fixed?

1 reply

A
AileneA
October 3, 2022

Hello, k1s1.

 

I believe this post is duplicate, and one of my colleagues already answered it. I'd be glad to route you to her post to see the response. Feel free to click the link below to view my colleague's response to your post.   

 

https://quickbooks.intuit.com/learn-support/en-us/other-questions/invoiced-using-custom-template-but-email-uses-other-default/01/1147721#M113131. 

 

Read and learn more about edit and use the templates when creating the invoices through this help article: Customize invoices, estimates, and sales receipts in QuickBooks Online. 

 

Drop a comment below if you still need assistance with managing sales forms. I’m more than happy to help you. Enjoy your day.

K
k1s1Author
October 3, 2022

The answer offered there was generic and unhelpful

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