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vcarl
January 7, 2022
Question

Invoice template

  • January 7, 2022
  • 1 reply
  • 0 views

I created invoice templates for 2021 including the different types of jobs I do and the rates. I am increasing my rates for 2022. How to do I either a) change the rate on the template, or b) delete the template so I can create a new one with the same name?

I know that I can manually change the rate but it would be really nice if I could just change the template. And I don't want to have to change the name of the service every year...

Thanks!

1 reply

katherinejoyceO
katherinejoyceO
January 8, 2022

Hi there, @vcarl.

 

Thanks for coming to the Community for your concerns. At the moment, there's only one set of customizations that apply to all invoices. That means all changes made apply to all invoices moving forward.

 

I understand the need to customize your invoice in QBSE. I'll make sure this will get to our product engineers for consideration in future updates. 

 

For future reference, read through this article to know more about how to let your clients pay you online: Take and process payments with QuickBooks Payments.

 

You always have me here if you have additional questions. Take care always. 

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