Can I change the system default template for the invoice in ProConnect? If so, how?

Forum|Forum|5 years ago
February 8, 2021
1 reply
8 views

We would like all our preparers to use the same invoice template. Can I change the system default template? Or will each preparer have to create their own and Save as My Template?

ProConnect Tax

This topic has been closed for replies.

Best answer by itonewbie

I recall that's an individual customization since it's not done under Firm Settings. You should really consider other options before going with this "feature" in PTO. This discussion may help:

https://proconnect.intuit.com/community/proconnect-tax-discussions/discussion/re-how-do-i-print-a-client-invoice-in-proconnect-online/01/80010/highlight/true#M6287

itonewbieAnswer

Level 15

I recall that's an individual customization since it's not done under Firm Settings. You should really consider other options before going with this "feature" in PTO. This discussion may help:

https://proconnect.intuit.com/community/proconnect-tax-discussions/discussion/re-how-do-i-print-a-client-invoice-in-proconnect-online/01/80010/highlight/true#M6287

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