Is there any way of creating an invoice template for one customer only? Eg: I have a customer who requires certain info on their invoice that others don't need

I have a workaround on this, @grantlisa-brydon. 

It only takes a few clicks to create an invoice template in QuickBooks Online. Add I'm happy to outline the detailed steps with you so you'll be a pro in no time.

Good news because QuickBooks Online (Simple Start, Essential, Plus, and Advance) has a feature that you can customise the appearance and layout of your sales forms (Invoice, Quote, and Sales receipt). To do this, follow the steps below: 

1. Go to the Gear icon and choose Customer form styles. 
2. Select New style and pick Invoice. 
3. In the Design section, you can add a template, logo, color, font, and EFT information. 
4. Select the Content button. 
5. Click the three pencil icon one at a time and input the details you want to add. 
6. On the Email page, you can update the Standard and Reminder email for that specific customer. 
7. Click Done. 
8. Hit the drop-down arrow beside Edit and rename the template name. 

For more details, see this link: Customise invoices, quotes, and sales receipts in QuickBooks.

Every time you create an invoice for this specific client, ensure to use the personalized template you created. Here's how to check if you use the correct template: 

1. In the Invoice form, click the Customize button in the bottom part. 
2. Select the template you've created. 
3. You can also hit the Print or Preview to see what the forms look like. 

Additionally, ensure that you have a default invoice template for other customers. As a result, the custom template you created will not apply to another customer.

Did you know that you can create recurring invoices so you can use the same template? To learn more about this functionality, please click this link: Create recurring transactions in QuickBooks.

Further, check out these articles below on how to customise your invoice template using a mobile application and manage your customer payments: 

• Receive payments for invoices
• Customise invoices on the QuickBooks Online mobile app

Do you have questions about other processes? Add them to your reply, and I'll assist you. Keep safe always, grantlisa-brydon.

Thank you so much @MichelleBh for taking the time to explain that to me!! I have set it all up now :)

Hi Michelle,

Does the “Customise” tab on the invoicing page available only to admin? My coworker who is a standard user can’t see the tab. 

Thanks for joining the thread, @Lucas_Tan.

Upon checking, my standard user was able to see the Customize tab in the invoice window. Please take note that this function is only available to users whose access options are All access, Limited (customer only), and Limited (customers and suppliers). 

It's possible that too much cache build-up in your current browser might be the cause of the issue. This is the reason why your coworker was unable to see the tab. 

To isolate the issue, I'd suggest opening their account using a private window. This will help us verify if the problem is related to a cache issue. Simply press the following shortcut keys to access this mode:

• Ctrl + Shift + N (Google Chrome).
• Ctrl + Shift + P (Firefox ).
• Control + Option + P (Safari).

If it works, ask them to clear their browser's cache. Doing this will delete temporarily stored files and free some space on their browser. They can also use other supported, up-to-date browsers if the issue persists.

For additional info on handling user roles and access, you can check out these resources:

• User roles and access rights in QuickBooks Online
• Add and manage users in QuickBooks Online

Please let me know how the troubleshooting went out. I want to ensure your other users are able to accomplish their tasks in QuickBooks. Have a good one.

Hello Michelle,

Sadly all these changes are affecting all my forms as it is indicated on the edit settings "(This setting applies to all form styles)". Is there any way to avoid this?

Thank you!

Hi jhikarido,

At the moment we're unable to assign a specific invoice template for customer in QuickBooks Online as this will change all sales forms.  We appreciate if you can send your product feedback. You can do that by going to Gear icon and select Feedback so it will be reviewed by our Product Developers. Most of the new features or product enhancement we release every month are based on the feedback we received from our customers.

For additional information about our current enhancements and innovations, feel free to visit our site at https://quickbooks.intuit.com/au/product-updates/.

Feel free to post again if you have any other questions. Have a nice day!