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Jodee-Young
Level 1

Is there an option of having two types of invoices to choose from on a regular basis?

We have a diversified business and its sales. We would like to customize our invoices based on this.

1 Comment 1
LollyNino_C
QuickBooks Team

Is there an option of having two types of invoices to choose from on a regular basis?

Yes, Jodee, it is possible to have two types of templates for invoices in QuickBooks Online (QBO), which offers a feature that allows you to create and save various custom invoice templates.

 

I'd be happy to guide you on how to create these customized invoice templates in QuickBooks Online:

 

  1. Go to the Gear icon at the top right corner.
  2. Under the Your Company section, select Custom Form Styles.

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  3. In the Custom Form Styles page, click the green New Style button on the upper right and choose Invoice.

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  4. You will be directed to the customization window, allowing you to design your invoice template.
  5. Name the template based on the business sector it pertains to.
  6. Click Done in the bottom right corner to save this template.

 

To create more invoice templates, you can easily repeat steps 2 through 6, tailoring each one to fit the specific needs of your business. When creating a new invoice, you can select the desired template from the Customize dropdown menu at the bottom of the invoice screen.

 

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Furthermore, I suggest checking out this article. It contains additional insights about customizing invoices with some visual screenshots: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Additionally, if you create your custom invoice template, you can import it into QuickBooks Online by following the steps in this article: Import custom form styles for invoices or estimates.

 

If you need help or want to learn more about customizing your invoice template, you can drop us a line in this thread using the Reply button below. We're always here to help ensure your experience is smooth and hassle-free.

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