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JackStraw
Level 1

Template invoices

I would like to set up two invoice templates in QBO. Both identical except the customer message which in one template will say please pay now and laying out our bank details the other for customers who have set up a standing order saying thank you for your payment.

I find that if I change the wording in the customer message in one template then all templates change

Is there a way of changing this? I have not tried importing invoices but will learn how to if it will resolve this issue

Many thanks

1 REPLY 1
Ashleigh1
QuickBooks Team

Template invoices

Hello Jackstraw,

 

Welcome to the Community page, 

 

What you will need to do is use import styles and have the message on the template, not in an editable field.  you can import 2 different invoice templates or you can just import one and do one in the system. That is the only way you'll be able to have different customer messages show up. 

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