Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
Rose-A
Moderator

Reply to message

Hey there, igiveukong. Let me help you sort this out.

 

Are you customizing invoices and using the Progress invoicing at the same time? If so, we highly recommend using the Airy new template as this is the only template that is optimized to display key progress invoice information.

 

Here's how to update the system template to Airy new: 

 

  1. Click the Gear icon and select Custom Form Styles
  2. Locate the Standard/Master template (or your desired template)
  3. From the Action column, click Edit.
  4. Go to the Design tab and select Change up the template
  5. Choose Airy new.
  6. Hit Done.

 

However, if you're referring to your imported invoice template, you can follow the steps below to set it as default:

 

  1. Click the Gear icon and select Custom Form Styles.
  2. Locate the imported template.
  3. From the Action column select the Down Arrow.
  4. Select Make default.

 

For your reference, you can take a look at the following write-up to help guide you with utilizing your templates in QuickBooks Online as well as on what other information you can add: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Let me know if you have additional questions. I'll be available in the comments to assist you further, igiveukong.

Need to get in touch?

Contact us