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-reformedperspec
December 16, 2021
Question

Templates for sales receipts are not changing when I switch from one to the other. I have two templates and nothing changes when I select either one!!

  • December 16, 2021
  • 1 reply
  • 0 views
I can't afford the time it takes to fill out the messages and notes on statements every time I make a receipt or invoice.

1 reply

N
Nick K
December 16, 2021

Hi -reformedperspec.

 

Selecting the right template when creating your sales receipts is a great way to customize what you send to each customer. I'd be happy to help you with getting the right template selected.

 

One of the reasons QuickBooks Online doesn't work the way it's meant to can be caused by issues with your browser such as corrupt of damaged cache and cookies. I recommend clearing out your cache and cookies by following the steps in this link. Once you finish clearing the cache and cookies try opening your QuickBooks Online account in a private browser such as Google Chromes Incognito mode. If that doesn't work try a different browser all together.

 

If you continue to run into issues I suggest reaching out to our support team by one of the following methods:

 

Schedule a Callback or start a Chat: click (?)Help in the upper right in QuickBooks Online > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook, Twitter, and Instagram.
Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

 

Have a great day!

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-reformedperspecAuthor
December 17, 2021

I tried both methods, using Chrome Incognito and Microsoft Edge.  I still can't switch templates.  Nothing changes when I switch from one to the other.  You chat function tells me you are offline all the time. :(

N
Nick K
December 17, 2021

Hi again -reformedperspec.

 

If those steps didn't work I'd recommend contacting our support team which is available between Monday to Friday 9am to 8pm EST. If you are getting a message that is saying we're unavailable that would be the only reason that would be the case. You can also contact out support team by phone as well by following the call back request steps or calling the number on our contact us page.

 

Have a great day!

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