Can we have two different sales invoice templates depending on the products sold?

kevinharding · ‎May 07, 2019

John C · ‎May 07, 2019

Hi kevinharding

Yes you can set up different invoice templates. Select the cog/gear icon in the top right hand corner of the screen, select Custom Form Styles, select the drop down menu to the right of New Style and select Invoice, in the box under the desgin, content, emails and payments options enter the name of the new invoice, you can then amend this template further if you wish and then select done.

Then when you are creating an invoice and you wish to select between the invoice styles you have created select the customise option in the black area at the bottom of the screen and select the relevant invoice template.

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John C · ‎May 07, 2019

Hi kevinharding

Yes you can set up different invoice templates. Select the cog/gear icon in the top right hand corner of the screen, select Custom Form Styles, select the drop down menu to the right of New Style and select Invoice, in the box under the desgin, content, emails and payments options enter the name of the new invoice, you can then amend this template further if you wish and then select done.

Then when you are creating an invoice and you wish to select between the invoice styles you have created select the customise option in the black area at the bottom of the screen and select the relevant invoice template.

Anonymous · ‎July 10, 2019

Can you have different logos for each custom invoice as we have 2 different departments that use separate logos? Also do the logos have to be square or can they be rectangular as ours are?

EdwardR · ‎July 10, 2019

Thanks for posting in Community.

If you are using an imported style you will be able to have a logo per template, the default invoice templates available will only allow to use the log associated with the company itself. the shape of the logo shouldn't be an issue if using on standard templates but could be effected by the size of the image which is being used.

Please let us know if you have any further questions.

Anonymous · ‎July 10, 2019

That is great, thank you. Can you import a style on any version of QuickBooks online or only certain versions?

TaliaI · ‎July 10, 2019

Hello wardour85,

You can import invoice templates on any version of QuickBooks Online. :)

Thanks,

Talia

Anonymous · ‎July 10, 2019

Thank you

Mike Lobb · ‎September 14, 2022

This doesn't seem to work. I need a different template for different currencies. Each time i create a new template it overwrites all of the templates that i have saved. So, GBP becomes Euro, becomes USD...can you help resolve this please or the multiple templates seems pointless.

GeorgiaC · ‎September 14, 2022

Hi Mike, certain fields on the templates are interlinked, meaning if you update this on one it will it will update across all others. This includes any text entered in the 'message to customer on' field. We recommend entering a general statement in this field, which can then be edited before sending.

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Can we have two different sales invoice templates depending on the products sold?