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M
Mart-UK
April 1, 2023
Question

Customize invoices

  • April 1, 2023
  • 1 reply
  • 0 views

Just migrated over from Xero where we could allocate a customised invoice to a customer by default - so that each time a customer received their recurring invoice it would reflect the style, wording (in case of email) and payment method selected for that particular customer.

 

Can't see how this can be achieved with QBO, unless I'm missing something.

 

If it can't be done, it's going to be a real headache having to manually select each variation from the invoice 'customise' tab for each customer when it comes to sending out invoices at the end of the month.

 

Hoping for an easy solution!

 

Just looked at this again... It appears the individual invoice hangs onto the allocated design it is given. (Difficult to test without creating too many test invoices). However, will this remain and apply to the following recurring invoice?

 

It would certainly be easier of you could allocate each custom design at a customer level though.

1 reply

M
Mart-UKAuthor
April 1, 2023
No text available
C
ChristineJoieRQuickBooks Team
QuickBooks Team
April 1, 2023

Yes, @Mart-UK. You'll need to do it manually since automating this option isn't available in QuickBooks Online.

 

Let's try to create a recurring transaction and then customise the template from within. 

 

Follow these steps:

 

1. Go to the Gear icon.

2. Choose the Recurring Transaction tab.

3. Fill in all your customer's information.

4. Click Customise at the bottom, then choose a style or add a new style.

 

Next, you can follow this page for your guide on creating a new custom form style on your sales receipts: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

If you need to run reports of all your invoices, read this article: Customise reports in QuickBooks Online. It includes instructions on how to share custom reports and automate one.

 

You have my support if you need further information on customizing reports. I'll help you with how to do it in QuickBooks Online Payroll. Thank you for visiting us today.

M
Mart-UKAuthor
April 1, 2023

Thanks for the response Christine.

 

So, am I correct in thinking that when you set up an invoice the style of invoice remains with that specific invoice - and will not have changed if you go back to it at a future date to resend it for any reason?

 

Also, if you set up a recurring invoice it similarly will repeat each month in the format you set for that specific invoice?

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