Thank you for visiting again the QuickBooks Community, KFib. I'll be sharing troubleshooting steps to ensure you can change your invoice template to a different one.
Sometimes the created template will be damaged, causing it to no longer apply to your sales transactions. To resolve this, I recommend deleting the selected template and recreating it.
Here's how to delete:
- Go to the Gear icon ⚙ and then Custom Form styles.
- Find your custom or created template.
- Click the drop-down arrow under the Action column and beside the Edit link.
- Choose Delete.
- Select Yes, delete this style button to confirm.
Once done, you can create the template again with the same details.
If the issue persists, I recommend logging in to your QuickBooks account using a private browser. Then, open or create a new invoice from there and choose the specific template. This is to rule out the possibility of a webpage issue, and private browsing doesn't store local files or cache.
Use these keyboard shortcuts based on the browser you're using.
- For Firefox or Microsoft Edge, press Ctrl + Shift + P.
- For Chrome, press Ctrl + Shift + N.
- For Safari, hold down Command + Shift + N.
If it works in incognito, you'll have to clear the cache of your regular browser. This removes the history or log of sites so you can start with a clean slate. If the steps above didn't work, use another supported browser as an alternative.
Lastly, you may refer to this article to view steps on how you can record payment for a single invoice and enter partial payment for an entry: Record invoice payments in QuickBooks Online.
Let me know if there's anything else you need help with your sales transactions. I'm always here to help you anytime, KFib. Take care and keep safe!
