Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
L
lindak1119
Level 7
December 12, 2018
Question

Can I create multiple invoice templates for the same client?

  • December 12, 2018
  • 2 replies
  • 1 view
No text available

2 replies

Angelyn_T
Angelyn_TModerator
Moderator
December 12, 2018

Welcome and thank you for posting here in the Community page, @lindak1119.

 

In QuickBooks Online (QBO) we have the option to create multiple invoice templates by importing your invoice template style and use the template when creating invoices.

 

First, you'll need to enable import style:

 

  1. Go to the Gear icon.
  2. Select QuickBooks Labs.
  3. Scroll down the screen and toggle the switch to Import Style to On.

 

After turning it on, you can now import your new invoice template:

  1. Click the Gear icon.
  2. Click Custom Form Styles under Your Company.
  3. Click New style drop-down arrow in the Custom form styles page.
  4. To import style, click Import style.

You may check this article for additional reference: Import custom invoices.

 

Feel free to drop a comment below if you have any other concerns about invoice templates. Have a good one!

B
Brooke2
February 26, 2019

Is this something that you can do in accountant mode?  When I click QuickBooks Labs, I don't get an option for Import Style.

PreciousB
PreciousB
Level 6
May 7, 2019

Thanks for coming back to the Community, Matt1950.

 

Let me add some insights about customizing a template in QuickBooks Online.

 

We are unable to create two templates (for the same transaction type) that have different messages. After changing the details on an invoice template, it will affect to the other templates.

 

Alternatively, you can import your own style.

 

I'll take note of your suggestion, so I can pass this along to our product developers. You help us decide which features to build, and what improvements should be made to our platform.

 

That should get you on the right track.

 

Let me know if this works out for you. The Community always has your back, so please let me know if you have any questions. Have a good one.


Thanks for your quick response, citywide.

 

In behalf of my colleague, let me take care of you about customizing an invoice.

 

I'm glad that you've found the previous answer helpful. As for your question, we can only customize an invoice template. Just make sure to use the correct template when creating a transaction. Here's how:

  1. Click the Plus sign icon.
  2. Choose Invoice.
  3. Enter the needed details.
  4. Click Customize.
  5. Select the correct template.
  6. Choose Save.

 

You can always go back to the article provided by my colleague above for further guidance.

 

That should get you on the right track.

 

Let me know the results after trying the steps above. Should you have other questions, I'm happy to answer it. Just post it here as a comment and I'll take a look at it. Enjoy your week.

J
John van Wezel
December 11, 2019

Hi there, I need to create two invoice templates with different information on it. We have one company with two trademarks and each time I change the email address in one template, it changes in the other. Same goes for footer text. 

 

What am I missing?

 

Kind regards,

John 

MariaSoledadG
MariaSoledadGQuickBooks Team
QuickBooks Team
December 11, 2019

Hi John van Wezel,

 

You can use the Import style feature to create two invoice templates in QuickBooks Online (QBO). However, you can only use one email address for both templates, same goes for footer text. Let me provide you a few information about this.

 

Let's make sure to indicate the text so you can map your data when creating a template. To do this, mark your data with opening and closing angle brackets. 

 

Here's an article for your visual guide: Import Custom Form Styles For Invoices Or Estimates.

 

Also, you can manually enter the other email address when customizing an invoice: Customize Your Invoices, Estimates, And Sales Receipts in QuickBooks Online.

 

Reach out to us if you have any other concerns. I'll be right here to help.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.
Terms & ConditionsAccessibility statement