Different Invoice templates for different service lines in same business

alect · ‎March 12, 2019

I have a company (Pty.Ltd.) and a Business Name. Same ABN, Company has ACN.

For most of my revenue (B2C) i invoice using the Business Name. But for some B2B services, I don't want to use the B2C business name and want my invoices to show the Company Name.

But when I created a new form style for invoices, if I replace the content under company name, it also changes that in the master form.

Can't i use a different business/company name (and contact details) in different invoice templates? It's one business just different branding to different customer segments.

IntuitAngelo · ‎March 12, 2019

Hi Alec,

The custom form styles are designed based on your company settings where you can only add a single company name. That's the reason why other templates also get updated when you edit one template.

But I know a workaround that will help you achieve what you want. You can design your own template in MS Word, and import it in QuickBooks Online. This way, you'll be able to import and keep different templates with different company names.

Here’s how:

Click the Gear icon.
Click QuickBooks Labs.
Go to Import styles and click the switch button.

Here’s how to import style:

Click the Gear icon.
Click Accounts and settings then click Custom Form Styles.
Click New style and then choose Import style.
You can click Download a sample invoice, to get the acceptable file by QuickBooks.
After editing the sample file, you can browse the document and click Next.
Then QuickBooks will show you the status, if it’s accepted then click Next.
After the confirmation, then click Save and you can put the Template name.

In your case, you can add two customized template with different business names. You can also check the article about importing templates: Import custom invoice into QuickBooks Online

You can comment below if you need further assistance. Thank you and have a wonderful day!

View solution in original post

IntuitAngelo · ‎March 12, 2019

Hi Alec,

The custom form styles are designed based on your company settings where you can only add a single company name. That's the reason why other templates also get updated when you edit one template.

But I know a workaround that will help you achieve what you want. You can design your own template in MS Word, and import it in QuickBooks Online. This way, you'll be able to import and keep different templates with different company names.

Here’s how:

Click the Gear icon.
Click QuickBooks Labs.
Go to Import styles and click the switch button.

Here’s how to import style:

Click the Gear icon.
Click Accounts and settings then click Custom Form Styles.
Click New style and then choose Import style.
You can click Download a sample invoice, to get the acceptable file by QuickBooks.
After editing the sample file, you can browse the document and click Next.
Then QuickBooks will show you the status, if it’s accepted then click Next.
After the confirmation, then click Save and you can put the Template name.

In your case, you can add two customized template with different business names. You can also check the article about importing templates: Import custom invoice into QuickBooks Online

You can comment below if you need further assistance. Thank you and have a wonderful day!

View solution in original post

alect · ‎March 12, 2019

Thanks this worked perfectly!

CAS1106 · ‎January 08, 2020

This work around is awesome until you email the invoice to customer. How can I set up multiple email templates for an invoice, I.e. the “from” email is company A but I need the option to use either company A or company B and it still shows Company A in the body of the email above the message.

christine_w · ‎January 08, 2020

Hi CAS1106-

You are correct, we do not currently have the option to edit the email sent according to the custom form style uploaded, this must be manually changed either in the Master template or individually as you send out the invoices.

While we don't have the capability now, our product team is always eager to hear this feedback and any other suggestions you have on how we can improve the product. I'd recommend you add this feedback to our local team in product by following the steps below.

Select the Gear icon at the top, then Feedback.
Enter your comments or product suggestions then select Next.
You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
From the drop-down, choose the appropriate category, then select Send message.

Please reply here with any other questions you might have on the custom forms process.

-Christine

ashwinsk2908 · ‎September 15, 2020

Hi,

Can i set two different invoice templates for two different kind of services i provide, if Yes,kindly help me with the option.

As of now i am clicking on Customise and switching between invoice templates and creating invoice.

Cant i use the invoice template used earlier for the customer i had sent.

Please guide me on this.

MaryLurleenM · ‎September 15, 2020

Hello there, ashwinsk2908,

You can use the same template when creating an invoice. You can select the correct product/service. However, if you customize the invoice templates with different details you'll need to manually change them every time you create an invoice for the specific service you have. What you're doing right now is the best option for you.

Check out this article for more information:

Customise sales forms

Stay in touch with me if you have other questions.

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Different Invoice templates for different service lines in same business