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WMPCS
December 27, 2022
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How do I edit a Sales Order Template/How do I update an existing template

  • December 27, 2022
  • 1 reply
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I am new to Quick Books Desktop Point of Sale, and I am wondering how I can update a Sales Order Template. The one I have needs to be changed and the person who set it up the first time is no longer here. Please help! Thankyou. i am using version 19 if that helps.

Best answer by Rea_M

Hello there, @WMPCS.

 

Let's go to the File menu so you can edit an existing template in QuickBooks Point of Sale (POS).

 

You can modify templates to personalize your POS documents, like the sales order. You can do this using the print designer tool. To customize your printed documents, labels, packing slips, and tags, here's how:

 

  1. Go to the File menu, then select Tools > Print Designer.
  2. Choose a document type, then look for an available template that best fits your document preference.
  3. Select Modify, then click the section you’re working on to activate.
  4. Select Properties to apply Template Properties changes.
  5. Click Add to include additional Data Field, Text label, Store Logo or Graphic Line.
  6. Select Preview to see how your changes appear.
  7. Once you're done, select Save.

 

You can also refer to this article to guide you on how you can set the default template, add your store logo, and customize the sales receipt message in QuickBooks POS: Customize Document Templates for QuickBooks Point of Sale.

 

Additionally, you can change the name of the customer on the receipt instead of reversing the transaction in QuickBooks POS. You may want to check out this article as your reference to complete this process: Transfer a sales receipt to a different customer in QuickBooks Desktop Point of Sale.

 

Please feel free to leave a comment below if you have other concerns about customizing templates in QuickBooks POS. I'm always ready to help. Take care, and I wish you continued success, @WMPCS.

1 reply

R
Rea_MAnswer
December 27, 2022

Hello there, @WMPCS.

 

Let's go to the File menu so you can edit an existing template in QuickBooks Point of Sale (POS).

 

You can modify templates to personalize your POS documents, like the sales order. You can do this using the print designer tool. To customize your printed documents, labels, packing slips, and tags, here's how:

 

  1. Go to the File menu, then select Tools > Print Designer.
  2. Choose a document type, then look for an available template that best fits your document preference.
  3. Select Modify, then click the section you’re working on to activate.
  4. Select Properties to apply Template Properties changes.
  5. Click Add to include additional Data Field, Text label, Store Logo or Graphic Line.
  6. Select Preview to see how your changes appear.
  7. Once you're done, select Save.

 

You can also refer to this article to guide you on how you can set the default template, add your store logo, and customize the sales receipt message in QuickBooks POS: Customize Document Templates for QuickBooks Point of Sale.

 

Additionally, you can change the name of the customer on the receipt instead of reversing the transaction in QuickBooks POS. You may want to check out this article as your reference to complete this process: Transfer a sales receipt to a different customer in QuickBooks Desktop Point of Sale.

 

Please feel free to leave a comment below if you have other concerns about customizing templates in QuickBooks POS. I'm always ready to help. Take care, and I wish you continued success, @WMPCS.

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