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H
HAM9
September 4, 2023
Question

Selecting Invoice Template to print an invoice

  • September 4, 2023
  • 1 reply
  • 0 views

In QBO UK Plus I have noticed that if a user (who has limited access e.g. not having access to Templates or Forms) cannot choose the desired template to generate an invoice. Normally a user such as Admin would have access to select the template on the invoice window when generating an invoice.

 

A user should be able to choose an invoice template inorder to print the invoice.

 

How prevalent is this issue? How do you get round it?

1 reply

M
MadelynC
September 4, 2023

I appreciate your time and effort in bringing this matter to our attention, @HAM9. I’m here to provide information about user roles and help improve your experience.


The ability to choose an invoice template is typically controlled by the user's access level and permissions set by the admin. If they don't have access to Templates or Forms, they won't be able to select a template. You may need to modify their role or create a custom one that includes the necessary permissions.


I recognize how convenient the option is for users who have limited access. Our Product Development team is constantly looking for ways to enhance our offerings to meet your expectations. That being said, I recommend submitting your idea to them so they can carefully review your feedback and get it possibly added to future upgrades.


Here’s how you do it:

 

  1. Click the Gear icon, then go to Feedback.
  2. Enter your suggestion(s) in the box.
  3. Select Next after.


This guide provides ways and tips to personalize sales forms in the program: Customise invoices, estimates, and sales receipts in QuickBooks Online. It helps you add specific information that matters most to your business and set a default custom template.


I’m just right in the corner if you have other feature concerns or questions about managing your sales transactions. Just add them to your reply below.

H
HAM9Author
September 4, 2023

@MadelynC since you mention that giving necessary permission is necessary in order to enable user to choose invoice template to print an invoice, kindly let me know where to go to give the user access to Templates or Forms as you indicate. Don't give vague answers such as grant "necessary permissions".

A
Ashleigh1
September 4, 2023

Hello HAM9, so if the user is down as just a standard user they cannot customise invoice templates as you can see on this article under roles that count towards user limits then select standard user and then it says in the notes section. If you are needing the user to be abler to do this you could need to make them a company admin user instead.

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