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petermunro
Level 1
posted
‎August 30, 2021 12:24 PM
last updated ‎August 30, 2021 4:24 AM

Selecting which invoice template to use

I've defined three invoice templates for my clients in three different jurisdictions (UK, Europe and US).

 

How do I define which customers (or currencies) use which template?

 

Or how do I select the template to use when I am creating an invoice?

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2 REPLIES 2
petermunro
Level 1
‎August 30, 2021 12:28 PM

Selecting which invoice template to use

oops - just found the answer to my second question in "Customise" at the bottom of the Edit Invoice screen. Would still be nice to resolve the first one though.

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John C
QuickBooks Team
QuickBooks Team
‎August 31, 2021 09:28 AM

Selecting which invoice template to use

Hi petermunro It's not possible to assign invoice templates to particular customers, as you have discovered you have use the customise option. 

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