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Replying to:
MariaSoledadG
QuickBooks Team

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I'll elaborate some information about how QuickBooks works, jennisbsvb.

 

As what @ChristineJoieR mentioned on her previous reply, once you saved the invoice template, the file name will show instead of the company name. As an alternative, you can set the file name to company name so it would show the correct information on your invoice template.

 

I still recommend sending feedback to let our product team know that having the option to name an invoice template is important for your business. To do so, I've provided the directions below to show you how:

 

  1. Go to the the Help menu.
  2. Select Send Feedback Online.
  3. Then click the Product Suggestion.

 

 

Furthermore, learn how you can memorize transactions so you'll be able to get a reminder whenever it's due. To know more, check out this article for more information: Create, Edit, Or Delete Memorized Transactions.

 

Feel free to let me know if you have any other concerns with your invoice template. I'll be one post away if you need further assistance.

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