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info574
Level 1

Hi, I use multicurrency and need to use a different invoice layout for different currency (I have different bank information) - how can I do this? Thks

 
Solved
Best answer March 11, 2020

Accepted Solutions
GeorgiaC
QuickBooks Team

Hi, I use multicurrency and need to use a different invoice layout for different currency (I have different bank information) - how can I do this? Thks

Hey info574,

 

You can create multiple invoice templates from within Custom Form Styles (Cogwheel > Custom Form Styles). 

 

Select 'New Style' > 'invoice' on the drop-down to create a new invoice layout, and enter a name for the invoice in the 'Design' tab. Payment details and bank information is entered on the invoice form within the Content tab > Add payment details and footer. 

 

You can then choose which template to apply when entering the invoice by going to 'Cutomise' on the toolbar and selecting the applicable invoice.

 

Thanks!

View solution in original post

5 REPLIES 5
GeorgiaC
QuickBooks Team

Hi, I use multicurrency and need to use a different invoice layout for different currency (I have different bank information) - how can I do this? Thks

Hey info574,

 

You can create multiple invoice templates from within Custom Form Styles (Cogwheel > Custom Form Styles). 

 

Select 'New Style' > 'invoice' on the drop-down to create a new invoice layout, and enter a name for the invoice in the 'Design' tab. Payment details and bank information is entered on the invoice form within the Content tab > Add payment details and footer. 

 

You can then choose which template to apply when entering the invoice by going to 'Cutomise' on the toolbar and selecting the applicable invoice.

 

Thanks!

View solution in original post

Fiat Lux - ASIA
Level 15

Hi, I use multicurrency and need to use a different invoice layout for different currency (I have different bank information) - how can I do this? Thks

@info574 

As additional option, you may utilize this payment service to deal with multi currency transaction. You will release the invoice and get paid in GBP, and your customer will pay in their local currency (e.g USD for US customer). It supports QBO

https://veem.grsm.io/veems

 

Hope it helps.

north_75
Level 1

Hi, I use multicurrency and need to use a different invoice layout for different currency (I have different bank information) - how can I do this? Thks

Hi,

it's not solved for me. I followed the steps (quite intuitive). The standard invoice is an AUD invoice. If I add a new invoice and add my USD account information in the EFT section, it will also change it for the AUD standard invoice. When I change the bank info on the UAD invoice, it will also change it for the USD invoice.

 

Am I missing something?

 

Cheers!

MariaSoledadG
QuickBooks Team

Hi, I use multicurrency and need to use a different invoice layout for different currency (I have different bank information) - how can I do this? Thks

Let's make sure you'll be able to add the correct invoice, north_75.

 

In QuickBooks Online (QBO), regardless of the invoice style that you're using, the currency will always follow the customer's currency. You'll have to make sure to set up the customer's currency before creating the invoice. To do this, follow the steps below:

  1. Go to the Customers tab.
  2. Click New customer.
  3. Fill up the Customer Information window.
  4. Click the Payment and billing tab.
  5. Click on the drop-down under This customer pays me with, and select the correct customer currency.
  6. Click Save.

However, if you're referring to your invoice template that gets updated once you add an invoice, this is how QuickBooks works once you'll edit the template. In order to keep different templates, you can design your own template using MS Word and import it in QBO. Here's how:

  1. Click the Gear icon.
  2. Click QuickBooks Labs.
  3. Go to Import styles and click the switch button.

Then, here’s how you can import a style:

  1. Click the Gear icon.
  2. Click Accounts and settings then click Custom Form Styles.
  3. Click New style and then choose Import style.
  4. You can click Download a sample invoice, to get the acceptable file by QuickBooks.
  5. After editing the sample file, you can browse the document and click Next.
  6. Then QuickBooks will show you the status, if it’s accepted then click Next.
  7. After the confirmation, then click Save and you can put the Template name.

Please read this article for more information: Import Custom Form Styles for Invoices or Estimates. In addition, in case you need to record invoice payments, check this article: Record Invoice Payments in QuickBooks Online.

 

Please let me know if you're referring to something else. I'm always right here to further assist you.

north_75
Level 1

Hi, I use multicurrency and need to use a different invoice layout for different currency (I have different bank information) - how can I do this? Thks

Hi @MariaSoledadG,

 

thanks for the explanation. I am ok with the currency setup for the customers and have done that. No problems here.

 

I was referring to editing multiple invoice templates in QBO, specifically the bank account/EFT information. It seems that when I change it for one template (i.e. USD account for USD template), it will change it for all templates (USD account information for AUD template and HKD template).

 

I will try the export into MS word, but the online editing does not seem to support what I am actually trying to do.

 

Thanks!

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