How do I duplicate and amend an existing invoice template for multiple currency accounts?

RobertBarber · ‎August 29, 2023

Hello QB community,

I am running QBO Plus edition. I have a standardised invoice template for receiving funds in USD, however I operate multiple currencies, and would like to be able to change the banking details for the other currencies that I accept, e.g. GBP, ZAR, EUR etc. each with a different invoice template with only the details being different.

I realise that on an ad hoc basis, I can change the content of the template in the editor, however, there is too much risk in forgetting to change it back, if for example, I have invoiced one client in USD and then keep the same bank account information for ZAR, which at USD 1 = ZAR 19 is not ideal!!!

I have made quite specialised templates so also do not want to have to repeat the process several times over, hence wanting to be able to copy and rename the existing one which works just fine.

I have clicked the dropdown arrow to see if I could duplicate (as per the attached screenshot) but that's not an option, and there is nowhere in the editor to copy, much like one would with an estimate or invoice for example.

So how do I replicate this invoice template please?

Many thanks for any help on this one!

Rob

RobertBarber · ‎August 30, 2023

Thanks DHeraV,

I slept on this and worked out that I hadn't thought the problem through properly. I have now amended my invoice template to display the account number information for all 5 currencies in one place whilst stating that payment should be made to the correct account number according to the currency of the invoice.

So - all sorted!

Thanks very much!

View solution in original post

DHeraV · ‎August 29, 2023

Hello there, Robert.

The ability to make a copy of the invoice template is currently unavailable. I understand the convenience of having this feature in QuickBooks Online (QBO) as it would save time and reduce the chances of forgetting to revert the content to its original state.

For the time being, it is best to communicate your feedback directly to our Product Developers. They have a genuine interest in hearing your input and strongly encourage you to share your suggestions by providing feedback.

To send your input, here's how:

Open your QBO account.
Go to the Gear icon and select Feedback.
Type in your suggestions and then click on Next.

Additionally, you might be interested in referring to this article, which provides guidance on sending or printing multiple sales forms simultaneously rather than individually: Email or print multiple sales forms in QuickBooks Online.

If you require any more assistance or have further questions regarding sales forms, generating reports, or any other matter, please inform me by leaving a reply below. Keep safe.

RobertBarber · ‎August 30, 2023

Thanks DHeraV,

I slept on this and worked out that I hadn't thought the problem through properly. I have now amended my invoice template to display the account number information for all 5 currencies in one place whilst stating that payment should be made to the correct account number according to the currency of the invoice.

So - all sorted!

Thanks very much!

MirriamM · ‎August 30, 2023

It's good to see you back, Robert.

I appreciate you sharing some insights on what you've done when trying to amend an invoice template to show the account number information for multiple currencies. It can help other users having the same issue in the future.

If there's anything we can do for you. Please don't hesitate to post here in the Community space. We're always here to lend a hand. Have a great day!

Topics

Training

Community

Resources

How do I duplicate and amend an existing invoice template for multiple currency accounts?