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RayneRodrigues
Level 1
posted
‎February 10, 2022 06:05 AM
last updated ‎February 10, 2022 6:05 AM

Making my custom invoice my default invoice

Hi, I've created my custom invoice but everytime I try create an invoice, the original invoice comes up.

I've set my custom invoice to default in the 'custom forms style' page but it's still not working.

 

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1 Comment 1
CharleneMaeF
QuickBooks Team
QuickBooks Team
‎February 10, 2022 06:59 AM

Making my custom invoice my default invoice

I understand how frustrating it can be when you can't set your custom invoice template as the default in QuickBooks, RayneRodrigues. I'm here to assist you with this.

 

Browser-related issues may cause unexpected behaviors when changing your default invoice template in QuickBooks Online. The stored cache can affect the performance of the program.

 

To resolve this, I'd suggest logging in to your QuickBooks Online account via a private window. This doesn't use the existing cache files, which makes it a good place to determine if there's an issue with the browser.

 

Here are the keyboard shortcuts: 

 

  • Safari: Command + Shift + N 
  • Google Chrome: CTRL + Shift + N
  • Mozilla Firefox or Microsoft Edge: CTRL + Shift + P 

 

Once logged in, try making the custom invoice template the default again. If it does, let's clear the browser's cache. This removes its stored files to ensure the program performs efficiently.

 

If private browsing doesn't work, I'd recommend using other supported browsers. They'll provide the best and most secure experience with QuickBooks. 

 

Additionally, I've included these articles that'll help you manage your sales transactions in QuickBooks Online. This way, all your transactions are recorded accurately in the program:

 

 

I'm only a post away if you need more help in completing your other tasks in QuickBooks, RayneRodrigues. It's always my pleasure to help you out again.

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