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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.

S
Smartphone Shooter
May 31, 2019

Thanks for visiting us here in the Community, Glenn.

 

It's my pleasure to assist you with customizing a sales form.

 

I've got you here our most updated article: How to customize invoices, estimates, and sales receipts. Let me also provide the steps on how to change the templates. Here's how:

  1. Go to the Gear icon.
  2. Choose Custom Form Styles.
  3. Click New style and select a sales form.
  4. Select a tab to start customizing your template.
  • Design
  • Content
  • Emails
  • Payments

            5. Choose Preview PDF or Done on the black Toolbar.

 

Another option is to use the Import style feature which allows you to create sales forms that match your brand's style. Simply, personalize them to suit your needs.
 

Please follow the steps I've laid out below:

 

To enable Import Style in QuickBooks Labs:

  1. Click the Gear icon, then choose QuickBooks Labs.
  2. Turn on Import Style.
  3. Click Done.

To import a custom template into QuickBooks Online (QBO):

  1. Select the Gear icon, then Custom Form Styles.
  2. Click the New Style drop-down and select Import Style.
  3. Choose Browse and click the template file.
  4. Select Next to upload your document.

For additional information, take a look at this article: Import custom form styles.

 

Lastly, check out this video tutorial on how to tailor the look and feel of your sales forms.

 

 

This should get you moving forward again.

 

If you have further questions about the steps or QBO, please post a comment below. I’ll be right here to answer them. Enjoy your day.


Hi,

 

I have followed your advice for creating different invoice templates.

 

However when I click customise all the form options remain on screen even if I have selected a template that doesn't include them.

 

Why can't I just see the options I selected when I customised the original template?

 

Thanks, Toby

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.

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