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October 31, 2024
Question

How do l get my recurring template back to the old instead of the modern?

  • October 31, 2024
  • 1 reply
  • 0 views
We have 648 recurring transactions, invoices, with customers and have a customized template.  The new QB automatically changed to the Modern template, which I am not able to adjust, and I need the shipping address on the invoices.

1 reply

October 31, 2024

Thank you for reaching out regarding your recurring invoice templates in QuickBooks Online (QBO), ERN47. I understand the inconvenience caused by the automatic switch to the Modern template, which has disrupted your workflow. I'm here to assist you in reverting to your preferred template style.

 

To revert your recurring templates to your preferred custom version, you'll need to manually open each recurring template and change it from modern to custom. This process requires updating each recurring transaction individually, but it will allow you to regain control over your invoice templates.

 

Here's how:

 

  1. Go to the Gear icon and select Recurring transactions.
  2. Open each recurring transaction individually.
  3. Select the Manage tab and click Design.
  4. Change the template from Modern to your desired custom template.
  5. Click the Save template to apply the changes.

 

To include the shipping address on your invoices, follow these steps:

 

  1. Open the recurring invoice you're working on,
  2. Click the Manage tab.
  3. In the Customization option, look for Ship to toggle.
  4. Enable this toggle to include the shipping address on your invoices.

 

Please note you need to repeat these steps for each of your recurring transactions.

 

Additionally, you can refer to this article to learn how to personalize and add specific information to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

If you need additional support while updating these recurring transactions, please don't hesitate to reach out. We're here to help ensure your QuickBooks experience aligns with your business needs.