![]() If you need additional assistance with invoice templates, feel free to post again in the Community or reply to this post. ![]() You might want to learn how to create a progress invoice template, you can read through this article: Set up and send progress invoices in QuickBooks Online. I recommend clearing your browser's cache, you can check the link clear cache and cookies to fix issues when using QuickBooks Online to refresh and clear the website preferences that might have caused the issue.Īlso, other supported engines can be used to check what computer and browser are suitable for the best experience in QuickBooks. In the Automation section, select Edit, and select Automatically apply credits. Go to Settings, then select Account and settings. Tip: Set up customer credits to apply to future payments by default. Once signed in, try creating an invoice and check if the My Invoice template is already assigned as the default if it is working. Select the credit and then Save and new or Save and close.
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