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AnitaBrett
Level 2

How can I easily display both our lockbox address (for payments) and our regular business address on our invoices using Quickbooks Online?

We are about to implement a lockbox at our bank so the payments will be processed by the bank. Our customers need to send checks to the lockbox. However, we also request customers return signed estimates, and those I want to go to our regular address. I can't figure out how to display both addresses on our invoices, one for payments and one for other communications. Any suggestions??
Solved
Best answer October 30, 2021

Best Answers
Rea_M
Moderator

How can I easily display both our lockbox address (for payments) and our regular business address on our invoices using Quickbooks Online?

Displaying both your lockbox and regular business addresses on sales forms (i.e., invoices and estimates) using QuickBooks Online (QBO) is my priority, @AnitaBrett. I'm here to show you how.

 

You can either edit your current invoice and estimate (default) templates or import new ones to display both your lockbox and regular business addresses.

 

If you'll want to edit your current invoice and estimate (default) templates, you can add your lockbox address details through the Message on invoice field. To do this, edit your template from the Custom form styles page. Then, go to the Content tab's Footer section to add the lockbox address in the Message on invoice field. Please see the screenshot below for your reference.

 

 

If you opt to import and design custom form styles for your invoices or estimates that already include both your lockbox and regular business addresses, please refer to this article for the step-by-step guide: Import custom form styles for invoices or estimates.

 

In keeping with this, we’re giving estimates and invoices a makeover. To find out how the new sales forms can help you land jobs, keep work moving, and get paid faster, you can check out this article: See what’s new with estimates and invoices in QuickBooks Online.

 

Please keep me posted on how it goes. Let me know in the comments if you have other concerns about customizing sales forms like invoices and estimates in QBO. I'm always around to help. Take care always, @AnitaBrett.

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2 Comments 2
Rea_M
Moderator

How can I easily display both our lockbox address (for payments) and our regular business address on our invoices using Quickbooks Online?

Displaying both your lockbox and regular business addresses on sales forms (i.e., invoices and estimates) using QuickBooks Online (QBO) is my priority, @AnitaBrett. I'm here to show you how.

 

You can either edit your current invoice and estimate (default) templates or import new ones to display both your lockbox and regular business addresses.

 

If you'll want to edit your current invoice and estimate (default) templates, you can add your lockbox address details through the Message on invoice field. To do this, edit your template from the Custom form styles page. Then, go to the Content tab's Footer section to add the lockbox address in the Message on invoice field. Please see the screenshot below for your reference.

 

 

If you opt to import and design custom form styles for your invoices or estimates that already include both your lockbox and regular business addresses, please refer to this article for the step-by-step guide: Import custom form styles for invoices or estimates.

 

In keeping with this, we’re giving estimates and invoices a makeover. To find out how the new sales forms can help you land jobs, keep work moving, and get paid faster, you can check out this article: See what’s new with estimates and invoices in QuickBooks Online.

 

Please keep me posted on how it goes. Let me know in the comments if you have other concerns about customizing sales forms like invoices and estimates in QBO. I'm always around to help. Take care always, @AnitaBrett.

AnitaBrett
Level 2

How can I easily display both our lockbox address (for payments) and our regular business address on our invoices using Quickbooks Online?

Thank you so much for this idea.  Very helpful, and for now, it should do the trick!

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