I'm trying have customized invoices for different customers because some want different information on them. How can I do this with QBO?

QuickBooks Online provides an option to create a different template for each of your customer, cerobinson27.

I'd be glad to share these steps with you:

1. Go to the Gear icon and select Custom form styles. 
2. Click New style and select Invoice.
3. Under the Design tab, type in the name of the template. You can put in the name of the customer so it's easier to distinguish which template it will be used for.
4. Proceed to the Content tab. Then, click the Pencils icon in the right-hand side.
5. Enter all the details that you need for this template.
6. Click Done. 

Follow the same steps in creating other templates for the rest of your customers. Here's an article about this feature for additional details: Customize Invoices, Estimates, and Sales Receipts in QuickBooks Online.

Once done, select the right template for the customer when creating invoices. Just click the Customize button at the bottom of the invoice and select the correct template.

Let me share these articles as well for additional resources and guidance: 

• Add, Customize, or Remove Logos on Sales Forms
• How to Add Custom Fields to Sales Forms and Purchase Orders

Please know that the Community is always here if you need anything else. We're always here to help. 

SophiaAnn, this was very helpful for the printing part of my invoices but is there a way to change to look of the invoice that I am working on online. I mean when I open create an invoice, there is QB version of an invoice with a column for qty, rate, amount and tax. I don't use those items and it is confusing to see them when preparing an invoice. Thank you for your help.

Hello, sgilreath.

We're glad that the steps shared by my colleague SophiaAnn help you out for printing the invoices. As for changing the look of the invoice, do you mean to remove the columns you mentioned in the invoice window? If so, the option is unavailable. For now, you can only turn off the Date, Product/Service, and SKU since these are optional columns.

Here are the steps:

1. Go to + New > Invoice.
2. Click the Gear icon located in the upper right-hand corner.
3. In the Optional Columns section, you can un-check the columns to turn it off.

I've got this sample screenshot for a visual reference on how you can remove the columns I mentioned:

Furthermore, if you want to remove the Quantity, Amount, and Rate columns in the invoice template, you can follow these steps:

1. Go to the Gear > Custom form styles.
2. Click the Edit link of the default invoice template. 
3. Select the Content tab and click the activity section of the invoice template.
4. In the Columns section, un-check the Quantity, Amount, and Rate columns.
5. Hit Save.

Here's a sample screenshot for a visual guide:

To help manage your sales form templates, please check out this article: Customise invoices, estimates, and sales receipts in QuickBooks Online.

If you need help with customer task in your QuickBooks account, please let me know in your reply. I'll be happy to assist you again. Have a great day ahead!

i use quickbooks online i have created two invoice styles for two seperate verticals...but whenever i make change in one style it automatically shows in the other even though i dont want that....to be precise there is one style where in content i need to add a footnote text but in the other style the same footnote appears even though it must nt and if i delete it from there it goes away from the the stle that i want it to show. pleas help

Hi there, @dharmesh230880.

Allow me to share some basic troubleshooting to help resolve this unusual behavior. I want to make sure you'll have two different styles for your invoice.

It can be due to outdated or corrupt cache files in your web browser. Let's try accessing your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:

• Chrome: Ctrl+Shift+N
• Firefox: Ctrl+Shift+P
• Safari: Command+Shift+N

After that, try recreating the two different invoice templates you want. If it works just fine, I recommend clearing the cache of your regular browser so you can access QuickBooks with a clean slate. You may also use a different supported one.

Otherwise, if it overwrites the first one, I suggest contacting our Customer Care Support team. This way, they can take note of your case and raise a ticket for further investigation if needed.

Visit me here again in the Community and keep me posted on your progress with customizing your invoices. I'm determined to help you succeed.

I am having the same problem!

I have two invoice styles, the message / payment instructions on two invoice styles should be different but whenever I update one, the style automatically updates also. So the message / payment instructions for both invoice styles are always the same.

This is frustrating.

I hear you, @SAL2021.

I want to ensure I have all resources to identify why your invoices seem to have a problem with the style or template used. May I know if the invoice templates in question is a recurring transactions? Saying you are updating one of the invoice templates the other one also updates, can you tell me more about how are you updating it?

Keep me updated in the comments below. Hope to hear from you as soon as possible. Stay safe!

Hi, 

I'm editing the styles from Settings then "Customs from Styles" menu. 

Whenever I edit one invoice form (content then update message or payment details) the other invoice automatically updates. Thus, I am unable to have invoices with different payment instructions.

Thanks for joining the thread, @SAL2021.

Let me share insights on how customizing sales form affects your transactions in QuickBooks. 

Any customizations or changes you make to your invoice templates will apply to all existing and future transactions. This is why when you edit a form, it also updates your other invoices that use the same template. 

As a workaround, you can create another template for specific transactions. Then, make sure to select that when creating an invoice. You can follow the steps in this article to add a new template: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Here's how to select a form style when creating a transaction:

1. From the Invoice window, click Customize. 
2. Choose the form you want to use and make sure it's marked as check.
    

Let me share these articles as well for additional resources and guidance: 

• Add, Customize, or Remove Logos on Sales Forms
• How to Add Custom Fields to Sales Forms and Purchase Orders

If you need help with other QuickBooks-related tasks, please let me know in your reply. I'll be happy to assist you again. Have a great day ahead!

I want to add 2-3 column more in the header but not able to change it can you please help

Actually I do not think that all QBO provide the Custom Form Styles option.  I have QBO Essentials and under your company, I only see account and settings, manager users, chart of accounts, payroll settings and quickbooks labs. Can you suggest another way to customize my invoices? The margins are way too wide and provide a design look that is a bit lacking. 

Thank you for your help.  

Hello, 

I my goal is to create a custom invoice where there is a custom message in the Content section for each one. I have three different templates created yet when I change the content section for one it changes for all the others. 

Shouldn't the change only be for the current Invoice template?

Thank you for joining the conversation, UserDC.

The message is not only for the current template. The Message to customer field in invoice templates is connected to the Messages section in the settings. The content you enter will replace the content in the settings and therefore update the content in other templates.

I see that that putting a personalized message to each template helps to improve the invoicing experience in QuickBooks. I encourage you to submit this idea through feedback, so our Product Development Team can consider adding that option in future updates.

1. Click the Gear icon.
2. Choose Feedback.
3. Enter a sentence or two to describe the suggestion and click Next.

You can also check about customizing invoices for your additional reference.

Let me know if you have questions about customizing an invoice template. I'm just around to help.

It seems like the choice is to use new layout and no customization or revert to the old layout and then it can be customized. I just spent an hour going round and round on this.

I've completed these steps and am very happy with how customizable the invoice is BUT when attempting to invoice a customer it does not change the invoice template to the one I've customized despite it showing that I've selected my custom invoice.

Hi there, @baytaxi. 

I'm glad you're doing well in customizing the invoice. Let me share why the invoice template does not change even after choosing to be sent to your customer and help you fix it.

The issue about the incorrect invoice template when sending it to the customer and printing concerns in QuickBooks Online (QBO) are related. This can be solved by updating Adobe Reader/Acrobat to the latest version or repairing your Adobe installation.

First, update Adobe/Acrobat. Click this link for detailed instructions: Adobe website.

After you've updated to the latest version and it hasn't fixed the issue, repair your Adobe installation. Here's how: 

1. Close Acrobat/Reader and all open web browser windows.
2. Select the Start button at the bottom left of your screen.
3. Type Control Panel, then press Enter.
4. Select Programs and Features. Choose Acrobat or Adobe Reader, then Uninstall/Change.
5. In the Setup dialog box, select Next.
6. Select Repair, then Next. Pick Install.
7. When the process is complete, click Finish.
8. Restart your computer. Then, log back into QuickBooks Online. Then, try to print.

For more info, check out this article: How to update, repair, or re-install Adobe Reader/Acrobat.

If the same issue persists even after performing the steps above, let's do some basic troubleshooting steps. Sometimes, local internet cache files stored in the system can cause unexpected behavior in the product.

Start by accessing your QuickBooks Online (QBO) account in a private window. This is a special mode that doesn't record the browsing activity on your local device. Simply press the following keys: 

• Google Chrome: press Ctrl + Shift + N
• Mozilla Firefox: press Ctrl + Shift + P
• Microsoft Edge: press Ctrl + Shift + N
• Safari: press Command + Shift + N

Then, send the invoice with the template you want to utilize. If this works, let's clear the cache in your web browser or try using a different supported browser. It could be a temporary issue with QuickBooks and the current browser that you utilize.

You might want to learn how to upload, edit, or delete logos from your invoices or any from the sales forms, you can read this article: Add, customize, or remove logos on sales forms.

Feel free to come back if you have additional questions about managing your invoice templates. I'll be willing to lend a hand. Keep safe and have a good one.

When I open an invoice and click the drop-down to choose the custom template I created, it only applies that custom template to that one invoice. Every time I open a new invoice or re-open an existing invoice it defaults back to the original template that I do not want.

How do I force my custom template to be the DEFAULT template that is used on every invoice?