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.
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?
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 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.
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.
What is the purpose of the custom form style templates then? You should also put a big note somewhere explaining this and the time I spent trying to figure this out was really not a joke. Very frustrated at the moment.
This issue needs urgent addressing as we are living in 2020 and the technology is there. Thanks.
Thanks for sharing your insights, @clickmode.
The purpose of the custom form style templates is to create a personalized design to your sales templates like an invoice.
At this point, the invoice message in QBO is unified. I'll surely submit this feedback to our product engineers boosting your QBO experience.
In the meantime, you can add a personalized message for each customer by adding it to the footer text of an invoice.
Let me show you how:
There you can see the additional details like what payment method will your customers have to pay.
Creating another template would be much easier to toggle different footer messages.
I'll add this article as reference on how you can set up and schedule a recurring template: Schedule recurring transactions created with a template.
Please feel free to leave a comment if you need more assistance. I'll be around to help. Take care!