Invoice and Sales Order Template Primer

A new templating system is now available for Invoices and Sales Orders. This feature works on both QuickBooks Desktop and QuickBooks Online portals.

The best way to get familiar with this feature is to watch the following video walk-through. I have also listed (below) links to the documentation for the components used in this feature.

The following video shows the templating system with Invoices. The Sales Order templates work the same way.

Invoice Templating Primer

Useful Documentation Links

Note: Scriban templating syntax requires converting all camel cased namespaces to words separated by an underscore. So something like InvoiceID must be written as invoice_id. This is a standard for Scriban and other similar templating engines. Use the stock (standard) templates as a usage guide.

If you really get stuck with a template that is just working, you can always make a default template active. You can create a new template, save it, and mark it as active.