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ppizarcoff-gmail
Level 1

Can I have different invoice formats for different clients?

I have two companies (under the same ABN). They have their own name and logo. I want to be able to select which invoice a client will receive.
4 Comments 4
Intuit Zac
Content Creator

Can I have different invoice formats for different clients?

Hi Ppizarcoff-gmail, 

 

Thank you for reaching out on this and welcome to our community!

 

I have found this article from our community that might be useful for you in having different invoice templates for different clients. 

 

Customise sales forms by location

 

Please take a look, and let us know if you require any additional assistance.

ppizarcoff-gmail
Level 1

Can I have different invoice formats for different clients?

Thank you for providing an answer.  I will have a look at this and see how I go.

 

Cheers.

ppizarcoff-gmail
Level 1

Can I have different invoice formats for different clients?

I have just had a look and I don't think this option is available under my current plan (Simple Start).  Can you please confirm if this is correct or not?  Thank you

AlcaeusF
Moderator

Can I have different invoice formats for different clients?

Hello @ppizarcoff-gmail,

 

Thank you for posting here in the Community. I can provide clarification about the feature in QuickBooks.

 

Currently, the option to track locations in Simple Start is unavailable. I recommend upgrading to the Plus version to use the feature.

 

In case you need the steps, here's how:

 

  1. Sign in to QuickBooks Online as a master or company admin.
  2. Select Settings ⚙ and then Account and settings.
  3. Select the Billing & Subscription tab.
  4. Make sure your payment info is up-to-date.
  5. In the QuickBooks Online section, select Upgrade your plan.
  6. Review the available plans and then select Choose plan.
  7. Follow the on-screen steps to upgrade your plan.

 

I've also attached an article you can use as a reference about tracking transactions by class: Track your transactions by class.

 

Keep us posted if you need anything else regarding tracking locations in QuickBooks. Have a great day.