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How to edit invoice/purchase order templates

Posted on by Microsoft Employee

Hello there, I would like to edit a template for my invoices/purchase orders but it seems like no matter what I do nothing works. I have tried following the instructions from Jennifer Reinhardt & Chris Bulson forums but it doesn't work. I can export and import the changes I made but for some odd reason none of it would be applied when I am creating the invoices/ purchase orders. Please help me resolve this problem of mine. 

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  • Verified answer
    Chris Bulson Profile Picture
    Chris Bulson on at
    RE: How to edit invoice/purchase order templates

    Hello,

    Verify you are editing the correct reports that are setup to be used.  Search for 'Report Selection' and you'll see separate windows for Purchase and Sales.  In these windows you can select 'Quote, 'Order', 'Invoice' etc....  and see which 'Report ID' is set for use.

    Make sure this is the report ID you are actually editing in the steps you've found on our other posts.

    Thanks,

    Chris

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