Different Invoice messages for different Invoice Template

@Angelyn_T Sounds complicated.

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@Angelyn_T wrote:

Thank you for posting here on the Community page, @

This does NOT solve the issue. QBO should allow for custom messages on each invoice template. What are you customizing if you cannot customize the message. It is also misleading. There should be a message alerting the user that if you change the message on one template, that all of the other templates are being updated as well. 

Thanks for joining us here in the thread, @Nicole321. 

I can see how important it is to have the ability to set different messages on different custom invoice templates here in QuickBooks Online (QBO). As of the moment, the feature is currently unavailable, and what I can do is I can input the steps below so you can send a feature request to our Product Development Team. This way, they'll see how brilliant your idea is and how QBO users can potentially benefit from it. To begin, here's how:

1. Access your QuickBooks Online company.
2. In the upper-right corner, click the Gear icon.
3. Under the Profile column, select Feedback.
4. Enter a brief description of your product suggestion. and then click Next.
5. Type your email address.
6. Once done, click Send Message.

For now, you can consider manually writing the message on the template you'll use whenever you create an invoice in QBO.

In addition, here's an article to help you manage invoice payments in QBO: Record invoice payments in QuickBooks Online.

You can also visit this article about sending invoice reminder automatically in QBO: Send invoice reminders automatically or manually in QuickBooks Online.

Once again, I'd like to thank you for joining us here in the thread. If there's anything else that I can help you with, or if you have any additional QuickBooks-related concerns. Know that I'm here, and I've got you covered. Take care, and have a nice day.

Hi admin, has this issue been debugged and there is now a function to allow separate bank details for certain customers on invoices?

Thank you for following this thread, Hannah47.

I want to ensure I can provide the best solution to your concerns. However, I have to ask for more details to get on the same page.

May I know if you're asking if there's a feature that allows users to customize invoice messages for different invoices? Regarding the bank details, are you referring to a field on the mentioned transaction that allows you to enter a bank account?

I appreciate any information you can provide. I'm looking forward to working with you again, Hannah47. Have a great rest of the day.

Will they ever solve this? I don’t think they care. Seems like it would be a simple thing to do. QBDT was so good, they could just make qbo do the same and everyone would be happy. 

Read the whole thread. This is what is we are looking to do. Different messages on different invoices. Seems so simple. 

I can see how important it is to be able to set different messages on the different invoices, Jfoxtrot09.

You can let our product team know how this will benefit your business by sending a request. You can visit our Customer Feedback page and send your suggestions from there by clicking the Give Feedback option. I've added a screenshot for your visual guide:

In the meantime, you'll want to consider following the steps provided by @Kurt_M.

Additionally, QuickBooks offers different kinds of reports that tell the different aspects of your business. You'll just have to make sure to customise them so you'll get the information you need. Check out this article for more details: Customise Reports In QuickBooks Online.

Drop a comment below if you have further questions about invoices. I'll be right here to help.

I feel the frustration with most people here. How hard can it be to your software engineering team to add a customized message for each template? QB needs to listen to customers!!!

Until QB comes up with this feature, as a workaround I am thinking, on the invoice under product section, type the required message/bank details on the empty line. Then save each invoice as recurring invoice. Do this for as many unique messages required.

One thing though, the reports will look capture these descriptions with 0.00 value.

It's not the best way. Ability to have unique custom message for each invoice template would still be the right way to go. Also, QBO does not let standard users select invoice template when printing invoices - only admin can do this. This means they would have to shout out to admin every time they need to generate an invoice using different layout. This is silly.

Here we are 3 and a half years later and this still hasnt been solved. What a joke.

Hi there, @eddiew.

We recognize the relevance of having the option to set different invoice messages for different templates inside QuickBooks Online (QBO). Since the option is still unavailable, we recommend sending a feature request to our Product Development Team. Once they see your suggestion, they'll evaluate it and consider adding the idea for future program updates. Here's how:

1. Access your QuickBooks Online company.
2. On the top right-corner, click the Gear icon.
3. Select Feedback and then enter your comments or product suggestions.
4. Once ready, click Next to submit feedback.

Furthermore, here's are some articles to help you manage invoice payments, and keep track of all the transaction you have inside the program:

• Record invoice payments in QuickBooks Online.
• Run reports in QuickBooks Online.

As always, know that we're only a click away if you need help managing invoices or have additional tasks you would like to accomplish inside QuickBooks. Feel free to visit us anytime. Stay safe.