Hello there,
When you utilize a template for an invoice and then create another invoice, the same regular template should appear. This configuration will remain in place unless you decide to switch to a different template.
- Go to Customers and then Create Invoices.
- Create a new test invoice, with a standard template.
- Select the Template ▼ dropdown menu.
- Select one of the Intuit templates listed.
- Enter Customer and Item details on the Invoice.
- Click Save and Close.
- Choose Customers then Create Invoices to see if the Intuit template option is now on the default selection.
If your customized template doesn't save and the new template doesn't show when you create another invoice, you may have damaged the template. In case you have a backup of the time when the customized template was functional, you could restore it. However, if restoring a backup doesn't sound feasible, then the only option left is to recreate your customized template.
I'll leave these articles for future purposes:
For additional QuickBooks-related concerns, don't hesitate to post them here in the Community. We're always available and willing to lend a hand to your queries. Have a great day ahead.
