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I have 2 different invoice templates (Custom form styles, new style, invoice). When I edit the message on the invoice, it changes for both. Any way to have the unique?

 
5 REPLIES 5
QuickBooks Team

Re: I have 2 different invoice templates (Custom form styles, new style, invoice). When I edit th...

Thanks for reaching out to us here in the Community, @info184

 

Allow me to share some information about updating your message on your invoice template. 

 

When editing a message on a specific invoice template, it will automatically update the message on your other templates. Currently, there isn't an option to have the unique message and you'll need to manually edit it on each invoice. Please see the screenshot below to serve as your visual guide. 

 

 

 

If you're ready to send the invoice to your customer's email, you'll need to review the invoice's body before sending it. This way, you'll have the unique message for your customer (see the screenshot below). 

 

 

For more information about customising invoices, here's a great article you can refer to: Use and Customise Sales Forms

 

This will get you in the right direction, @info184

 

I'm here anytime you have other concerns. Have a good day. 

Level 1

Re: I have 2 different invoice templates (Custom form styles, new style, invoice). When I edit th...

Thanks for the detailed answer. I am trying to automate my billing (ideally completely) so I am looking to send out the invoices without me doing anything. The problem we have is that some people pay via direct debit (GoCardless) and some pay by bank transfer, so they need different messages on the invoices. 

 

Can anyone think of a work around for this?

QuickBooks Team

Re: I have 2 different invoice templates (Custom form styles, new style, invoice). When I edit th...


Hello,

 

You can set up more than one invoice template, which you can then select when setting up recurring invoices. You can do this by going to the cog wheel > custom form styles, and then 'New style'. You can then name these 'Bank transfer' and 'GoCardless' so you know the difference.

 

Thanks,

 

Talia

Level 1

Re: I have 2 different invoice templates (Custom form styles, new style, invoice). When I edit th...

Hi Talia,

 

thanks for the answer, but am I right in thinking that if I do as described, I have to use the same message on both of the invoice templates?

 

I am trying to do something like:

GoCardless invoices: "Your payment will be taken on the due date by direct debit".

Bank Transfer: "Please make payment to ..."

 

Is this something that can be done? As I read it, it looks like the messages will have to be the same across all of the invoice messages.

QuickBooks Team

Re: I have 2 different invoice templates (Custom form styles, new style, invoice). When I edit th...

I have checked this for you and the message does appear on each invoice there is no way to send a separate message per template in the current version of QuickBooks Online. We are always looking at ways which we can improve QuickBooks Online and do make changes based on feedback from our users which can be provided on this link here.