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C
calebw2
August 18, 2023
Question

Setting up Multiple Invoice templates

  • August 18, 2023
  • 1 reply
  • 98 views

Hello, I run a company and have just purchased another small business. 

 

I am wondering if there is a way for me to have two invoice templates, that have different company names and logos on them. Every time I seem to change the company info in the invoice template, it changes it on my account and on my other invoice templates.

 

Here in TN we are allowed to have multiple DBA names and that is what my company has. And I want to keep the company name for the business I bought so that the customers he has recognize where the invoice is coming from. Is there any way to do this because I have been reading and trying to figure it out but with no luck.

 

Is there anyway to make invoice templates based on Class?

 

Thanks,

Caleb 

1 reply

JenoP
JenoPQuickBooks Team
QuickBooks Team
August 18, 2023

Allow me to help you set up different company details in your invoices, Caleb.

 

The Class tracking feature offers the capability to add more categorization to your transactions. However, it does not provide the functionality to assign a unique invoice template within the same QBO account.

 

Instead, you have the option to use the Location Tracking feature. This allows you to create multiple invoice templates, each with its unique company name and address. I'd be glad to outline the steps with you. 

 

First, activated the feature using the instructions here: Turn On Class Tracking in QuickBooks Online.

 

Second, create a location by following these steps:

 

  1. Go to the Gear icon and select All lists.
  2. Look for Locations and click on it.
  3. Click New in the upper-right hand corner.
  4. Type in the name of location.
  5. Check the box for This location has a different company name when communicating with customers. Then, type in the name of the second company or DBA.
  6. Check the box for This location has a different address where customers contact me or send payments if you need a different address. Then, type in the address.
  7. Enter the name of the second company.
  8. Click Save.

 

After saving the details, the system will automatically pick up the name, contact number, and address that you put in once you select the location. Although, you can only use one logo for the entire company at the moment, regardless of the location. 

 

You can also proceed to creating separate invoice templates for each of the DBA. Here's how: 

 

  1. Go to the Gear icon and select Custom form styles.
  2. Click New style in the upper-right hand corner.
  3. Proceed to making the invoice template and click Save.

 

Let me share these resources for more details about this feature: 

 

 

Just in case you need more reference when customizing invoices, I'll provide these articles as well: 

 


I'll be on a look out for any follow-up inquiries you may have. I'll be ready to return here to ensure you receive the assistance you need.

H
hellmuth
November 18, 2024

I tried your recommendation of setting up two locations but the templates are still not able to be customized in the notes section.  I want to have one invoice template for certain products payable to one bank account and another template for other products that are payable to a different bank account.  I currently have the ACH banking info in the notes/footer section of the template.  Can these sections be customized in different templates.  Any changes in those sections made in one template change the same fields in all templates. 

G
GebelAlainaMQuickBooks Team
QuickBooks Team
November 18, 2024

I appreciate what you've done so far, @hellmuth. However, the option to customize each invoice template differently for every product is unavailable. Let me share further details below.

You're right that customizing an invoice template will also modify all other templates. Since this option you're looking for is unavailable due to QuickBooks product limitations, I suggest sending feedback to our product development team. That way, they can study this feature and may add this to future product updates.

Here's how:
 

  1. Go to the Gear icon and click Feedback.
  2. Enter your comments or product suggestions.
  3. Click Next to submit feedback.
     

You can visit our QuickBooks Online Feature Requests website to track the status of your submitted feedback.

Additionally, you can utilize a third-party app integrated with QuickBooks that will allow you to customize each invoice template differently for every product. You can also look through our QuickBooks Online App Store.

Furthermore, I've attached this article for future reference in recording customer payments and managing customer statements in QuickBooks:

Feel free to reach out the Community website if you still have clarification in managing customizing invoice and other sales transactions in QuickBooks. I'm always here to help you.

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