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farasautorepair
Dec 11, 2018 5:18 AM UTC
Solved

How do i copy my sales template to my invoice template and others?

I have a template saved for my sales receipts but i want to use the same template in my invoices and others is there a way to copy and past that into the other forms?

qbteachmt
qbteachmtAnswer
Dec 11, 2018 5:18 AM UTC

Go to Lists menu > Templates List.

Single-click the one you Like.

Button bottom left = Duplicate.

You are asked to select the radio button for "As What template type, now?" Some Don't apply and are not available.

Please see my attachment.

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7 replies

qbteachmt
qbteachmtAnswer
Dec 11, 2018 5:18 AM UTC

Go to Lists menu > Templates List.

Single-click the one you Like.

Button bottom left = Duplicate.

You are asked to select the radio button for "As What template type, now?" Some Don't apply and are not available.

Please see my attachment.

    farasautorepairAuthor
    Dec 11, 2018 5:18 AM UTC
    Thank You for this  i went in to manage templates and duplicated them and it never gave me that option.   But in this menu it does  Thanks so much for the help
    Rustler
    Rustler
    Dec 11, 2018 5:18 AM UTC

    I thought that was what you wanted, the same style, sorry I misunderstood

    Fields, and the data area have to be customized on an invoice if you want it to match the sales receipt as far as I know

    Rustler
    Rustler
    Dec 11, 2018 5:18 AM UTC

    bring up customize data layout, at the bottom is a button or link for basic customization

    on that basic customization screen lower left is a link for how to do what you are asking


    farasautorepairAuthor
    Dec 11, 2018 5:18 AM UTC
    I tried that, all it allows me to do is copy the background not the template design  so since i have a blank (white) background it doesnt change the lay out of the template  
    either that or im blind and not doing it right
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