I have a workaround on this, Martin.
Creating an invoice template in QuickBooks Online only takes a few clicks. I'm happy to outline the detailed steps with you so you'll be a pro in no time.
To prevent templates from reverting to the old one, we can set your preferred template as the default to make it permanent. Let me show you how:
- Navigate to Settings.
- Select Custom Form Styles.
- Locate the desired template and choose the drop-down arrow.
- Select Make Default.
I’m also adding this article that tackles more about the topic: Customise your invoices, quotes, and sales receipts.
Every time you create an invoice for this specific client, ensure to use the personalized template you created. Here's how to check if you use the correct template:
- In the Invoice form, click the Customize button in the bottom part.
- Select the template you've created.
- You can also hit Print or Preview to see what the forms look like.
Additionally, ensure that you have a default invoice template for other customers. As a result, the custom template you created will not apply to another customer.
Did you know that you can create recurring invoices so you can use the same template? To learn more about this functionality, please click this link: Create recurring transactions in QuickBooks.
Please reach out to me again if you have additional questions related to the templates or other concerns with your account. I'd be glad to provide the steps. Have a good day!
