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alect
alect
Level 1
posted
‎03-12-2019 12:45 PM
last updated ‎March 11, 2019 6:45 PM

Different Invoice templates for different service lines in same business

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.

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Best answer 03-12-2019
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IntuitAngelo
IntuitAngelo
Level 2
‎03-12-2019 12:45 PM

Hi Alec, The custom form styles are designed based on you...

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:

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

Here’s how to import style:

  1. Click the Gear icon.
  2. Click Accounts and settings then click Custom Form Styles.
  3. Click New style and then choose Import style.
  4. You can click Download a sample invoice, to get the acceptable file by QuickBooks.
  5. After editing the sample file, you can browse the document and click Next.
  6. Then QuickBooks will show you the status, if it’s accepted then click Next.
  7. 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!

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4 Comments
IntuitAngelo
IntuitAngelo
Level 2
‎03-12-2019 12:45 PM

Hi Alec, The custom form styles are designed based on you...

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:

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

Here’s how to import style:

  1. Click the Gear icon.
  2. Click Accounts and settings then click Custom Form Styles.
  3. Click New style and then choose Import style.
  4. You can click Download a sample invoice, to get the acceptable file by QuickBooks.
  5. After editing the sample file, you can browse the document and click Next.
  6. Then QuickBooks will show you the status, if it’s accepted then click Next.
  7. 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

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alect
alect
Level 1
‎03-12-2019 12:45 PM

Thanks this worked perfectly!

Thanks this worked perfectly!
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CAS1106
CAS1106
Level 1
3 weeks ago

Re: Hi Alec, The custom form styles are designed based on you...

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. 

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christine_w
QuickBooks Team
3 weeks ago

Re: Hi Alec, The custom form styles are designed based on you...

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. 

 

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions then select Next.
  3. 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.
  4. 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

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