It's very confusing that QBO allows you to create multiple invoice styles by name (Opening invoice, Closing Invoice, etc), but then forces the settings and email content of those styles to all be the same. An Opening invoice to begin a project should have a very different email than a Closing Invoice at the end of the project. Please fix this bug!! 

Hi Jess,

Thanks for the reply.  I think you have quite nearly convinced me to continue using my own database instead of QB.   Which is kind of a a bummer because there might be some advantages to having someone do the database end of my business for me.  On the other hand, there is a lot to be said for being able to add a new feature (if you can figure out how) and solve whatever challenges/reports you need to create because... well, you own the database and you can!

I have this same issue.  We have some clients that have very specific invoicing requirements that are client specific and we would like an invoice template just for them.  But if I change a custom field on one invoice template it changes it for all of them.  Am I missing something so we can save two different templates?

I can shed some light on this, ShannonA1.

Once you've set a template for your invoices, QuickBooks will automatically apply it to all your future transactions. That said, you'll have to create a separate template for that client to meet their specific invoicing needs. Here's how:

1. Go to the Gear icon.
2. Select Custom Form Styles.
3. Click New Style, then choose Invoice.

4. Design your template.

5. Whenever you're ready to save the changes, just click Done. 

To be guided in adjusting the general layout and look of your template, I encourage reading this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Once done, you'll have to apply that template every time you create invoices for that certain client.

By the way, if you've already created custom templates outside QuickBooks, you can bring them into the program using the Import feature.

I'll be right here to continue helping if you have any other concerns or questions about invoices. Assistance is just a post away.

Here are the steps that I do:

1. Right side New Button

2. Click on Invoice

3. Fill it out

4. On the bottom line click on "Customize"

5. Choose on of your custom invoice forms 

To create custom invoices for separate divisions:

1. Go to the Gear button on the top left

2. Click on Custom Form Styles

3. Hit New Style

4. Create Two Separate Invoice Templates (with different names)

5. Now when you create an invoice you have these options

I have tried to create and save new estimates/ invoices for each client. I save them under a different name and style, yet once I change one thing they all change. Why? How do I fix this? I created two divisions and still no luck. I have turned on location tracking as suggested, and am at loss.

Also, how do I change which template is used?

Thank you.

Thanks for joining the thread, admin_cooks.

I'm here to make sure you can use the correct template when creating the estimates/invoices in Quickbooks Online.

I'll walk you through how to change the appropriate template for each client. I've outlined the steps below:

1. Open the Invoice/Estimates.
2. Click Customize at the bottom.
3. Select the correct template you created for each client.
4. Click Save or Save and close.

Please refer to the screenshot for your visual reference:

If you want to set a new default template, you can go to Settings, select Custom form styles, choose the template you'll want to set as default by clicking the Edit drop-down arrow and choose Make default.

For future reference, I've included an article to create templates for recurring transactions in QuickBooks Online.

If you have any other additional concerns about customizing templates, feel free to add them below. I'm just a click away.

Just joining in to this conversation after finding it relevant to the issue I'm looking for a solution. @PreciousB your reply has been posted in April 2019, I'm wondering if Intuit has yet come up with a solution for this question at hand. 

I have a client as well who runs one business but his services advertised under different DBA names. He supposed to generate invoices under the name that customer made the call and recognizes. Creating a new style in QBO is not working at all because changes immediately applied to all styles.   

Thank you!

I can see how the benefit of being able to generate multiple invoice templates for different DBAs under the same customer would aid you and your client in running the business with QuickBooks Online (QBO) @Abdulbosit23. That's why I'm here to share a few details about this.

We take customer suggestions as opportunities to improve the various features within our products. Therefore, I would encourage you to send suggestions or product recommendations.

Your valuable feedback will be forwarded and reviewed by our Product Development team to help improve your experience while using the program. Here's how:

1. Go to the Gear icon.
2. Select Feedback.
3. Type in your recommendation in the Share your feedback field.
4. Click Next.
5. Follow the on-screen instructions to complete the process.

I've attached screenshots below that show the first four steps.

I'm also adding these links that you can utilize for future reference. These can walk you through the steps on how to personalize your sales forms and record your invoice payment:

• Customize invoices, estimates, and sales receipts in QuickBooks Online
• Record invoice payments in QuickBooks Online

On top of that, I'd also recommend visiting this page to keep you updated with the latest software improvements and enhancements with QBO: Customer Feedback for QuickBooks Online.

I'm all ears if you have other concerns about creating and customizing invoices in QBO. You can drop a comment below, and I'll gladly help. Take care, and I wish you continued success, @Abdulbosit23.

@Abdulbosit23 

Utilize a separate invoicing app for free and duplicate the data automatically to your QBO account with a connector.

This problem has been going on for more than 2 years. This seems like a straightforward ask!

If we aren't allowed to have different messaging (logos, company names, notes, etc.), why have the option to create multiple invoice formats/styles AT ALL ???

Is there an expected date for this feature to make it's way to QBO ?

I recognize how convenient it is for users to have different messaging options within the program. We hear your sentiments and appreciate you for joining this thread, Shayeny.

At the moment, we can’t provide you an exact update as to when this feature be added to QuickBooks Online (QBO). You can use the Feedback option mentioned above to send this idea directly to our management and engineering teams. This way, they could take action to help improve your experience.

Please know that QuickBooks always considers product suggestions based on the number of requests. So the more users want this feature, the big chances it'll be part of future enhancements.

Here’s how to submit one:

1. Go to the Gear icon, then select Feedback.
2. Enter your suggestions, then select Next.
3. You'll be provided a list of suggested Help articles related to your comment. You can select Skip and send messages.
4. From the drop-down, choose the appropriate category, then press Send message.

You can track feature requests through the QuickBooks Online Feature Requests website.

I’ve added this website to keep you updated on what’s new in QBO: QuickBooks Blog. This is where we posted the latest news, improved features, and other innovations.

Don’t hold back to drop a comment below if you have any other questions or concerns in managing your sales forms. The Community is always here to assist you.

Exactly, thank you!  Can not seem to get a straight answer!!  I just left feed back, but as someone said, this has been going on for years!  I am going to be forced to buy another subscription just so I can have a different set of templates for estimate and invoices.   Crazy....