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QB sync | Choose invoice template
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September 4th, 2014, 07:09 AM
nattivillin
Posts: 1,146
How can we set the invoice template CommitCRM chooses when it creates the QB invoice?
I didnt see anything in settings.
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September 4th, 2014, 07:47 AM
Support Team
Posts: 7,519
You should look for these settings in QuickBooks.
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September 4th, 2014, 08:38 AM
nattivillin
Posts: 1,146
CommitCRM makes the invoice. The process starts in CommitCRM.
Are you saying CommitCRM uses the default invoice temple that QB uses?
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September 4th, 2014, 09:02 AM
sudogreg
Posts: 145
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
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September 4th, 2014, 09:06 AM
Support Team
Posts: 7,519
RangerMSP doesn't use or sets any template, QuickBooks selects that based on its default settings.
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