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Replying to:
LieraMarie_A
QuickBooks Team

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Let's verify if we've set the custom invoice template as the default in the Custom form styles page and not the standard one, @allwoodcraftsmen.

Otherwise, follow these steps on how to make your custom template as the default.

  • Safari: Command + Shift + N 
  • Mozilla Firefox or Microsoft Edge: CTRL + Shift + P 
  • Google Chrome: CTRL + Shift + N

 

You can also select a specific template for particular transactions directly on the form. Just click the Customize button and select the desired template.

 

However, if it still displays the standard template when sending an invoice, it may be a browser-related issue. Let's do basic troubleshooting to help fix this. We can start by accessing your account through an incognito window to rule out the possibility of a web-page issue. A typical browser uses a cache of memory to work efficiently and load pages faster. However, as data collects it can also cause unexpected results. 

 

You can refer to these shortcut keys to open an incognito window in all supported browsers:

  • Safari: Command + Shift + N 
  • Mozilla Firefox or Microsoft Edge: CTRL + Shift + P 
  • Google Chrome: CTRL + Shift + N

 

If it shows the custom invoice template, I suggest going back to your regular browser and clear its cache.

 

Otherwise, you can switch to another browser if the same thing happens. 

 

For more insights about personalizing your forms, refer to this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

You may also want to visit our QuickBooks Community help website for reference in case you need tips and related articles in the future: Self-help.

 

You can always count on us here in the Community anytime you need assistance. We've got your back!

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