How To Define a New ‘Default’ Invoice Template

quickbooks-logo-2Are you tired of using the same template time and time again to send invoices to your clients? Quickbooks comes loaded with several different invoice templates at no additional cost. Alternatively, users are allowed to create their own template to better meet the needs of their business. Regardless of which template you choose, it’s recommended that you set it as default. Doing so allows you to continue using the new template each time you produce an invoice. Rather than manually digging through dozens of different templates to try and locate the appropriate one, your new template will automatically load for every invoice.

To define a new default invoice template, fire up your Quickbooks account and click on the “Lists” tab in the upper menu. Next, choose “Templates” from the drop-down menu. A new screen will then appear, revealing all of your templates. In addition to invoice templates, you’ll also see templates for receipts, sales orders, etc. Carefully scroll through the various templates until you find the one that you want to use as your default invoice template.

After locating the appropriate template, go through each of the other templates to make them inactive. When all of the other invoice templates are turned off, only your new template will appear for invoices. To do this, right click on each template — with the exception of the one you wish to use as your default invoice template — and select the option that says “Make Template Inactive.” After turning each of the non-used templates off, only your new template should appear when you create an invoice for a client.

In the even that you want to use an ‘inactive’ template, you will need to go back into your Quickbooks account to turn it back on. Thankfully, this is an easy and straightforward process that should only take a minute or so. Once you’ve logged into your Quickbooks account, click on the “Lists” tab followed by the “Templates” option from the drop-down menu (similar to the previous steps). If you look closely at the new menu that appears, you’ll see an option for “Include Inactives.” Check this option to turn back on all of the templates you previously set to inactive. If there are any particular templates you wish to exclude, you’ll have to go back into your account, right click on the appropriate templates and set to inactive.

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