QB sync | Choose invoice template

[nattivillin]

How can we set the invoice template CommitCRM chooses when it creates the QB invoice?

I didnt see anything in settings.

[Support Team]

Re: QB sync | Choose invoice template

You should look for these settings in QuickBooks.

[nattivillin]

Re: QB sync | Choose invoice template

CommitCRM makes the invoice. The process starts in CommitCRM.

Are you saying CommitCRM uses the default invoice temple that QB uses?

[sudogreg]

Re: QB sync | Choose invoice template

when we did this, we had to create an invoice from CommitCRM to qb, change that invoice template in qb to the one we wanted on that invoice and save\close the invoice. from then on CommitCRM created invoices using that template

[Support Team]

Re: QB sync | Choose invoice template

RangerMSP doesn't use or sets any template, QuickBooks selects that based on its default settings.