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June 12, 2019
Question

Why is it I cant see my invoice template when it says its perfect?

  • June 12, 2019
  • 1 reply
  • 2 views
No text available

1 reply

Level 9
June 12, 2019

Hi there, @atoth.

 

You can see all your invoice templates in the Custom form styles. See the steps below to find this.

  1. Go to the Gear icon.
  2. Select Custom Form Styles under Your Company.
  3. Click the tab to view your invoice template.

If you are referring to the transaction page of the invoice, please see the steps below.

 

  1. Click the Plus icon.
  2. Select Invoice under Customer.
  3. Click the Customize at the bottom.
  4. Then, select the option provided to see your template.

You might want to visit this article about uploading invoice template to QuickBooks.

 

Reply to this thread anytime for further concerns. Have a good one.