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Invoice does not save your Customized Invoice Template as the default

After you create a customized Invoice, the Create Invoice window does not remember the customized Invoice when you return to the window to create another Invoice.

Typically, if you use a Template, when you create another invoice that template should display again.  In other words, it is a "sticky" setting that will remain until changed with the Invoice Template drop-down.

How to fix it

Intuit recommends more than one solution for this problem. The first solution may solve your problem, or you may need to try all of them to resolve the issue. For best results, perform the solutions in the order shown.

Solution 1: Re-sort the template list.

  1. Choose List > Templates.
  2. Choose ViewRe-sort List and then click OK.
  3. Try to save your customized template preference again:
    1. Choose Customers > Create Invoices
    2. Create a new test invoice, choose your template, and then click Save & New.
    3. Choose CustomersCreate Invoices to see if your template option is now the default selection.

Note: You can delete the invoice later by clicking the back button and pressing the CTRL + D keys.

Solution 2: Test a different default template..

  1. Choose Customers > Create Invoices
  2. Create a new test invoice, with a standard template.
    1. Click the Template drop down menu
    2. Select one of the "Intuit" templates listed.
    3. Enter Customer and Item details on the Invoice.
    4. Click Save & Close.
  3. Choose Customers > Create Invoices to see if the "Intuit" template option is now the default selection.

Note: You can delete the invoice later by clicking the back button and pressing the CTRL + D keys. 

If the same Invoice Template displays it is likely that your customized Invoice Template is damaged. If you have a recent backup with from a time when you know that the customized template worked, then you can restore that backup. If restoring a backup is not a good option for you, then you will need to recreate your customized template.

 

 

KB ID# SLN43081
12/9/2016 7:03:55 PM
PPRDQSSWS404 9138 Pro 2017 e5b1f7