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September 10, 2024
Question

I created a sales receipt and set as default. How do I now find it?

  • September 10, 2024
  • 1 reply
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When I go to new it pulls up a generic sales receipt that does not fit my needs. How do I fix this?

1 reply

September 10, 2024

Thanks for becoming part of the Community, finance-vlif-chu.

 

If you've already set a sales receipt style as your default template for sales receipts, but it's not showing as the current default, I'd initially recommend returning to your Custom form styles page and confirming the appropriate template is selected.

 

Here's how:
 

  1. Use your Gear icon, then go to Custom form styles.
  2. Find the style you want to use and click its Drop-Down Arrow (▼) icon.
  3. If it's currently set as your default template for sales receipts, you'll see a Remove as default option. In the event it's not set as your current style, you can use the Make default option to set it as default.

 

I've also included a detailed resource about customizing sales forms which may come in handy moving forward: Customize invoices, estimates, & sales receipts

 

Please feel welcome to send a reply if there's any additional questions. Have an awesome Tuesday!