I’m happy to see you in the Online Community, c9sleche.
I’ll be your guide, so you can create sales templates with different company information.
The Custom Form Styles feature can help fit your sales forms to provide business branding. You can also use the Import style option, so you don’t have to manually change the company information each time you create an invoice for the different trading entities.
I’ll guide you through the step by step process. First, you’ll have to map the template fields.
Next, turn on the Import Styles plug-in so you can upload the document. You’ll find the detailed steps below:
Then, save and upload the DOCX format. Here's how:
For detailed information about the process and tips on how to design your custom form style, check out this article: Import custom form styles for invoices or estimates.
That’s it. These steps should get you pointed in the right direction.
If you have follow-up questions or other concerns, reach out to me. Please know I'm always here to help. Wishing the best.
I have managed to create different form styles but I would like to be able to choose which style is used by each customer. How do I assign a style to one client rather than automatically assigning the default?
At this time, there isn't an integrated way to assign a certain form style to be used for every customer. You may want to consider manually selecting the custom form style of your customer by following the steps below.
But don't worry, I'll pass your request directly to our product developers so they'll know of your need to assign a certain form style for each of your customers.
In addition, I've included a couple of article below for future updates of our product:
If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.
Whenever you edit the Standard template in your QuickBooks Online (QBO), it affects all other templates you created within your company.
You do have the option to set a default custom form style for your invoices. This way, each time you create a new transaction, the system will set your selected template.
To do this, you can open a new invoice and set it from there.
At this point, the system will use the same template you select up until you change it into something else.
If you want to take customisation further, you can create unique form styles and import them into your QBO company. See this article for more information: Import custom form styles for invoices or estimates.
Utilise the comments section below if you have additional questions with custom form styles in QBO. I'll get back to you as soon as I can.
Please help me, I would like to use different email templates for two different invoices because I want the payment details to be different. But when I change for one, the other one changes too. Is there a way to stick one email template to its invoice template and have a different email for the other template?
While the option to set a different email template on your invoices is unavailable, you'll want to enter your payment details in the Add payment details and footer section of the PDF. Let me show you how:
Feel free to use these links for more details on how to customise invoices, estimates and sales receipts in QuickBooks Online.
Let me know if you have other questions. Take care and have a great day!