As a business owner, you’ll probably be sending tons of invoices to clients and customers. Whether you sell a physical product, service, business-to-business, etc., invoices are an integral part of running a business. When the customer or client places an order, you must send them an invoice for payment.
Thankfully, this is one of the many areas in which Intuit Quickbooks shines. Not only can you send invoices on the fly with just a few clicks of the mouse, but you can define a default template to use for all of your invoices. Keep in mind that you can still create and use custom invoices, but the default invoice will serve as a base template, allowing you to focus your energy on other aspects of running your business.So, how do you set a default invoice template in Quickbooks?
To set up a default invoice template, log into your Quickbooks account as the administrator. It’s important to note that only administrators can set up default templates. Attempting to perform this task as a standard user isn’t going to work, so make sure you are logging into your Quickbooks account as the admin.
After logging into your Quickbooks account as the administrator, access the sales and customers preferences via Edit > Preferences > sales and customers. From here, click the Company Preferences tab. You should then see a list of available templates under the “Choose template for invoice packing slip” drop-down menu. Feel free to browse through this list to find the template that’s best suited for your needs. You can always go back and change your default later, so don’t worry if it’s not perfect. After finding the template that’s best suited for your business, select it and click OK. Sorry if you were expecting more, but that’s all it takes to set a default invoice template in Quickbooks!
The next time you send a customer or client a billing invoice, Quickbooks should automatically use the default template specified in the settings. Subsequently, this should save you time and energy by eliminating the need to pick and choose a template each time you send an invoice.
Did this tutorial work for you? Let us know in the comments section below!