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.
Solved! Go to Solution.
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:
Here’s how to import style:
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!
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:
Here’s how to import style:
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!
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.
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.
Please reply here with any other questions you might have on the custom forms process.
-Christine
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.
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:
Stay in touch with me if you have other questions.