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MariaSoledadG
QuickBooks Team
QuickBooks Team
3 weeks ago

Have any questions for our team about invoicing?

Thank you for choosing QuickBooks. Let me help you create templates in QuickBooks, Southy.

 

Invoices will look different depending on the experience you're using or whether you're using the old or new experience. With the new layout, you can already personalise forms while creating invoices at the same time. However, any changes or additions to your invoices will be applied to existing and future ones. 

 

If you want to create a new template, you can select New style under the Custom form styles option. To do so, see the steps below:
 

  1. Go to Gear icon and then select Custom form styles.
  2. Select New style.
  3. Select the type of sales form you want to create a template for.

 

After that, customise the appearance. Here's how:
 

  1. Select the Design tab.
  2. Give your template a name.
  3. Select Change up the template to choose a layout. These layouts are fixed.

Once done, you can choose a different template if you want it to be in a different format for specific customers. 

 

On the other hand, you can use the Location Tracking feature if you want to create templates with different company names. This allows you to create multiple invoice templates with unique company names and addresses. 

 

First, turn on the feature so you can create a location. To do so, follow the steps below:

  1. Go to the Gear icon and select All lists.
  2. Look for Locations and click on it.
  3. Click New in the upper-right-hand corner.
  4. Type in the name of location.
  5. Check the box for This location has a different company name when communicating with customers. Then, type in the name of the second company.
  6. Check the box for This location has a different address where customers contact me or send payments if you need a different address. Then, type in the address.
  7. Enter the name of the second company (Repeat this with the other company).
  8. Click Save.

 

Once done, the system will automatically choose the name, contact number, and address that you've provided once you select the location. 

 

Additionally, learn how you can record sales transactions in various ways. To know more details, read this article for your reference: Record Invoice Payments in QuickBooks Online.

 

Post your comment below if you need anything else or if you have any other concerns. The Community is always here to assist you.

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cvo1
Level 2
2 weeks ago

Have any questions for our team about invoicing?

How do  I resolve an overpayment to credit the customer for future invoices?

 

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IntuitSheila
Level 8
2 weeks ago

Have any questions for our team about invoicing?

Hi cvo1,

 

Thanks for posting in the Community!

 

If you've applied or match the overpayment to the invoice, the overpayment itself will serve as a credit that you can apply to future invoices.

 

If the overpayment is shown in your Bank transactions tab, you can click on Find match option to apply it to the invoice. Or you can categorise it under Accounts Receivable account and select the customer to apply it to.

 

When you're ready to apply the credit to a new invoice. Here's how to:

 

  1. Click on +New.
  2. Click on Invoice.
  3. Fill out other information and click on Save.
  4. Click on +New.
  5. Click on Receive payment.
  6. Under credits the overpayment should show to apply.
  7. Click on Save and close.

You can also check this link to learn more about: Handle customer payments in QuickBooks Online.

 

As always, you can reach out to our Customer Care Team if you need further assistance with the steps. They'll be able to pull up your account in a secure form and help record the overpayment.

 

Post again in the Community if you have further concerns. 

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