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HAM9
Sep 1, 2020 4:32 PM UTC
Solved

Different Invoice messages for different Invoice Template

Can we have different invoices with different invoice message for each invoice template?


We have different sets of customers we want to give different payment details hence we would need to bill using a different invoice layout. This will only make sense if we can put the unique banking details for each invoice template.
Please let me know.

    Angelyn_T
    Angelyn_TAnswer
    Moderator
    Sep 1, 2020 7:33 PM UTC

    Thank you for posting here on the Community page, @HAM9.

    Let me share some information about managing invoice templates in QuickBooks Online.

    Updating a message from one of your template will update the message on all of the templates from the Custom Form Styles window. If you want to print or email your invoices in the future, you can also read the topics from this article as your guides. Post again if there's anything you need assistance with. I'm a few clicks away to help. Keep safe always!

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    13 replies

    Angelyn_T
    Angelyn_TModeratorAnswer
    Moderator
    Sep 1, 2020 7:33 PM UTC

    Thank you for posting here on the Community page, @HAM9.

    Let me share some information about managing invoice templates in QuickBooks Online.

    Updating a message from one of your template will update the message on all of the templates from the Custom Form Styles window. If you want to print or email your invoices in the future, you can also read the topics from this article as your guides. Post again if there's anything you need assistance with. I'm a few clicks away to help. Keep safe always!

    HAM9Author
    Sep 5, 2020 11:28 PM UTC

    @Angelyn_T Sounds complicated.

    @Angelyn_T wrote:

    Thank you for posting here on the Community page, @

      eddiew
      Mar 17, 2024 12:31 AM UTC

      Here we are 3 and a half years later and this still hasnt been solved. What a joke.

        Kurt_MQuickBooks Team
        QuickBooks Team
        Mar 17, 2024 1:33 AM UTC

        Hi there, @eddiew.

         

        We recognize the relevance of having the option to set different invoice messages for different templates inside QuickBooks Online (QBO). Since the option is still unavailable, we recommend sending a feature request to our Product Development Team. Once they see your suggestion, they'll evaluate it and consider adding the idea for future program updates. Here's how:

         

        1. Access your QuickBooks Online company.
        2. On the top right-corner, click the Gear icon.
        3. Select Feedback and then enter your comments or product suggestions.
        4. Once ready, click Next to submit feedback.

         

        Furthermore, here's are some articles to help you manage invoice payments, and keep track of all the transaction you have inside the program:

         

         

        As always, know that we're only a click away if you need help managing invoices or have additional tasks you would like to accomplish inside QuickBooks. Feel free to visit us anytime. Stay safe.

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