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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

 
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Best answer March 11, 2020

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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

2 REPLIES 2
Highlighted
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

Highlighted
Level 14

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.