Hello @Catchog. I'll share details about invoice templates.
You're on the right track! Changing the default template used when emailing invoices is found under your company preferences. Also the gear icon is only available for QuickBooks Online since you've mentioned that your using QuickBooks Desktop, you may follow the the troubleshooting steps below.
Since you've already created a sample default template and still change your settings, let's run the QuickBooks utility to determine why and get rid of it accordingly. I'll show you how.
A. To Rebuild Data
- Go to File.
- Click Utilities.
- Select Rebuild Data.
- Click OK.
B. To Verify Data
- Go to File.
- Click Utilities.
- Select Verify Data.
- Click OK.
Here's a link you can read to learn more about the troubleshooting steps: How to Fix Possible Data Damage on your Company File in QuickBooks Desktop?
However, we may need to continue our troubleshooting steps to fix the default template used if the tool above didn't perform any changes. Use this link for reference: Run Quick Fix my Program from the QuickBooks Tools Hub.
I'm adding this article with the topics you can use while recording the common customer transactions: The Customer Transaction Workflows in QuickBooks Desktop.
It'll always be my pleasure to help if you've got additional questions about QuickBooks invoices. Use the Reply option below and surely I'll be here ready to assist you. Take care and stay safe!
