Can different invoice templates have different payment options

quickbooks10 · ‎December 21, 2021

setting payment options on invoice

EmmaM · ‎December 22, 2021

Hello Quickbooks10, it would be possible to set up a custom invoice with a footer with bank details and one without those details on however it is not possible, to default to one depending on whether you have ticked the click and pay within that invoice for example. You could set as default one invoice and then when you create an invoice which you do not want to use that default you would need to on the black banner at the bottom of the invoice, click on customise and change the tick to the other invoice option if you wanted to use the non-default one. Hope that makes sense any Q's just reply back here.

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GeorgiaC · ‎December 21, 2021

Hi quickbooks10, you can create multiple invoice templates with different payments details by selecting the Cog > Custom Form Styles > New > Content > Click the Footer > See 'add payment details and footer'. :)

quickbooks10 · ‎December 22, 2021

Thank you for your answer and that does help. However I was referring to what I call "click and pay" where you can activate payment via PayPal, GoCardless, Visa, etc. I would like this activated this on one invoice template where customers can pay directly from their invoice but on my other invoice template, I don't want this activated as they must pay via bacs into another bank account (or alternatively setup a different "click and pay" account to the other bank).

Essentially one invoice template must pay into one bank account and the other invoice template must pay into a different bank account.

I am not sure if this can be done?

EmmaM · ‎December 22, 2021

Hello Quickbooks10, it would be possible to set up a custom invoice with a footer with bank details and one without those details on however it is not possible, to default to one depending on whether you have ticked the click and pay within that invoice for example. You could set as default one invoice and then when you create an invoice which you do not want to use that default you would need to on the black banner at the bottom of the invoice, click on customise and change the tick to the other invoice option if you wanted to use the non-default one. Hope that makes sense any Q's just reply back here.

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Can different invoice templates have different payment options