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jamesabsher
December 11, 2018
Solved

How do I change the template on invoices

  • December 11, 2018
  • 5 replies
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Original commenter did not share additional details
Best answer by SophiaAnnL

Could it be because I am using simple start? I tried what you said but it does not seem to be working. Thank you


Customizing your invoice template is available in all QBO versions, Micheal.

 

You can set up a new template and style it the way you want.

 

Here's how:

  1. Click the Gear icon.
  2. Under Your Company, click Custom Form Styles.
  3. To create a new template, click the New style button in the upper right-hand corner.
  4. Select Invoice.
  5. Go to the Design tab to edit the template name, logo, color, font, and margins.
  6. Go to the Content tab to customize the header, body, and footer of the invoice template.
  7. Click Done when finished.

I've added screenshots too.

 

 

 

 

You can also get one-on-one help for your business:
Check out QuickBooks Live.

 

Please let me know if you have more questions on this.

5 replies

I
IntuitBrooks
December 11, 2018

On the invoice window there is a popup menu near the top where you can choose from the templates or edit the existing one. 

M
Micheal11
January 28, 2019

 It only gives me one template to choose from. Also if I try to edit it, it only lets me edit my logo. 

R
Rasa-LilaM
January 29, 2019

Thanks for visiting the QuickBooks Community, Micheal.


I want to ensure you’re able to select another invoice template and customize it seamlessly.


I have a few steps you can try to fix the issue. Let's make sure that your QuickBooks for Mac is updated to the latest release. This helps resolve any issues you encounter while using the software.


Here's how:

 

  1. Go to QuickBooks.
  2. Click Check for QuickBooks Updates.
  3. Click Install and Relaunch.

When the update is complete QuickBooks Desktop for Mac will automatically open. To manually update the software, follow the steps outlined in this article and go directly to the Manual update section: QuickBooks Mac Desktop.

 

Let me know how it goes by leaving a comment below. I'll get back to make sure this is taken care of. Have a good one.

 

T
Ta70
June 8, 2020

I'm having the same issue in QBO.  Have already created new templates without a problem but they are not accessible when I create a new one.  I'd like to be able to toggle between templates but am only able to name one as a default.  Please advise.  

Anna S
Anna S
June 8, 2020

Thanks for joining the thread, @Ta70.

 

I hope you're having a successful week so far. You can toggle between your created templates when you create an invoice by pushing the Customize button at the bottom of the screen. This will allow you to see all the different styles and custom templates you've made (see screenshot below).

 

 

 

 

You also want to keep in mind that once you use a template that's not set as default, you'll have to manually recreate the template if you're going to use it again. However, I'll let our Engineering team know about your idea to have more than one default template and switch between one or more. Your concept will then be considered for future QuickBooks updates.

 

I'm only a few clicks away if you have any other questions. Enjoy the rest of your week!

L
LRABITO
October 7, 2020

Hello,

 

So I already have a custom template, that I would like to edit.  However, I do not have the option to edit.  Only to delete, and rename.  Please help.

MariaSoledadG
MariaSoledadG
October 8, 2020

Being able to show the top portion of your invoice is a great feature, LRABITO.

 

Custom form styles are available for you in QuickBooks Online (QBO).

 

For now, the only way to show your logo on every page of your invoice is to create a customized template and import them in QuickBooks Online (QBO). You'll have to make sure all fields match the EZ Map fields defined for the import to be successful. This ensures that all the invoice information at the top will show on all the pages. I've added this article again for you to find the detailed steps: Import Custom Form Styles For Invoices Or Estimates.

 

For future reference, you can create a scheduled type of recurring template in QBO: Create Recurring Transactions in QuickBooks Online.

 

Feel free to touch base with us at any time if you need further assistance. I'll be right here to help you.

N
Ned49
November 11, 2020

How do we revise the existing QUICKBOOKS template to include a line for "payment received".  Right now our invoices go out with only notations showing invoice and amount. 

We would also like to reconcile and have a "remaining balance" at the bottom. 

I am not sure if the standard invoice template has all of this. 

If it does - then we simply would have to add our logo and mailing address. 

Our bookkeeper does not believe that we can send invoices with these notations on the bill -  "payment received" and  "remaining balance" and still have our logo - if there is a solution, please provide specific instructions for our bookkeeper or a number of someone to call.

 

Thank you

R
Rp33
January 22, 2021

So what can I say but "WOW!"  The worst customer service I ever experienced.  Texted customer service trying to find out how to get more than the one template that pops up on my Quickbook Self Employed page.  Told there was no other option but the one on the page.  Seems to differ from this information but...well... what can I say.   I think the rep wanted to leave for the day - when I told them I think based on what I see online they may be wrong, they simply suggested I drop quickbooks!  LOL .  Well, congrats, you lost a business account and probably many more.  Unreal, guys.   What a hot mess you guy are.

C
Catchog
April 3, 2022

So.......I have been reading this thread.... There are to many people talking about different things!

Some of you are talking about, and replying to, the style type on the top of the actual invoice where you bill a client! some of you are talking about some settings gear that my computer system has, but my Quickbooks pro plus 2022 does not have! And you are all bouncing off each other taking about different items! 

 

Here is the issue i need help with:

 

When EMAILING an Invoice-

I have found under Edit>preferences>Send forms >>{Company Preferences Tab} >Invoice Template Name/ "set as default" (and make and set a Template as the "Default" 

Then I go to send the invoice, the cover page email is still, my last default that i send every month, even if i create a new template and set it as "The Default"!

 

There are NO "gears" for settings in my QBooks version!

 

J
JonpriL
April 3, 2022

Hello @Catchog. I'll share details about invoice templates. 

 

You're on the right track! Changing the default template used when emailing invoices is found under your company preferences. Also the gear icon is only available for QuickBooks Online since you've mentioned that your using QuickBooks Desktop, you may follow the the troubleshooting steps below.

 

Since you've already created a sample default template and still change your settings, let's run the QuickBooks utility to determine why and get rid of it accordingly. I'll show you how.

 

A. To Rebuild Data

 

  1. Go to File.
  2. Click Utilities.
  3. Select Rebuild Data.
  4. Click OK.

 

B. To Verify Data

 

  1. Go to File.
  2. Click Utilities.
  3. Select Verify Data.
  4. Click OK.

 

Here's a link you can read to learn more about the troubleshooting steps: How to Fix Possible Data Damage on your Company File in QuickBooks Desktop?

 

However, we may need to continue our troubleshooting steps to fix the default template used if the tool above didn't perform any changes. Use this link for reference: Run Quick Fix my Program from the QuickBooks Tools Hub.

 

I'm adding this article with the topics you can use while recording the common customer transactions: The Customer Transaction Workflows in QuickBooks Desktop.

 

It'll always be my pleasure to help if you've got additional questions about QuickBooks invoices. Use the Reply option below and surely I'll be here ready to assist you. Take care and stay safe!

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