Skip to main content
August 26, 2022
Question

I made an invoice template out of an invoice I had made. Now I no longer need that invoice and want to delete it. If I delete it, will it delete the template as well?

  • August 26, 2022
  • 1 reply
  • 0 views
I'd like to keep the template and the details included for recurring sales, but I no longer need the first original (the sale never went through).

1 reply

August 27, 2022

Hi jak-naturaldesig,

 

Welcome to the Communauty. It's essential that you customize your invoice template for the invoices you send to your customers. QuickBooks Online is a great program that offers the ability to track your sales and expenses. I would be happy to provide you with information on custom form styles.

 

When you delete an invoice, the invoice template is not deleted in the system. To delete the invoice template, you'll need to delete it under Custom form styles by clicking on the Gear icon.

 

Let me know if you have any questions, I'll be happy to help.