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Hello
I have a client with two different bank accounts and has operations in two states. I have created a location for each state, now I need to customise invoices to be able to show different payment details based on the location. How can I do this?
Hello there, @Ahmed CPA.
In QuickBooks Online (QBO), we can create two templates for different states. Then, manually select every time you create an invoices.
Here's how:
Follow the same steps for the second template.
Additionally, I've included these resources that'll help you send multiple invoices in QuickBooks Online. This ensures you can save time by doing it in batches:
Let me know if you need more help in managing your invoices. I'm always here to help. Have a great day.
Hello,
The template I am using is Airy new. When I update payment details, the last bank details is applied to both template and overrides the previous update. There is a note beneath Your payment details (This message applies to all sales forms).
Thanks for getting back to us, Ahmed.
Currently, we're unable to add payment details for multiple locations in QuickBooks Online (QBO). When updating the payment details to one location, it will override the previous sales forms setup.
I can see how this functionality would be beneficial to your company. That said, I encourage submitting your feedback to our product engineers directly. They will evaluate your request and consider integrating it into our future product upgrades.
To do that:
When a customer pays an invoice, you'll have to record that payment to balance your accounts. You can record them as full or partial in QBO.
Feel free to return to this thread if you have follow-up concerns about customising your invoices. The Community is here to help. Stay safe.
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