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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.

A
accounting-JE
September 10, 2020

Thank you for posting here in the Community, @citywide.

 

You can create two separate templates for your invoices. Let me add a few details about this and help you further.

 

In QuickBooks, you can create two separate invoice templates. You can choose to include the Account Summary on one template and exclude it on the other.

 

This said, once you create the invoices, you can choose the template with or without the Account Summary for a customer.

 

To choose which template to use for the invoice, you can follow the steps below:

  1. Open the invoice.
  2. Click on Customize.
  3. Choose the template you want to use.
  4. Click on Print or Preview.

I've attached some screenshots below of sample invoices with and without the Account Summary.

 

 

 

 

 

Don't hesitate to mention me in your comment below if you have any other concerns. I'll be sure to get back to you.


I do not have a "customize" button on my screen as shown in the screenshot above.  I need to generate invoices with different language in the memo for different types of payment requests, and right now I have to change each and every invoice I create to accomplish that.  This is time consuming and I can easily make mistakes by forgetting to adjust the language.  And  you refer to "importing" different styles....where would I import them from?  Something I create in a different program, like Word or Excel?  I have watched multiple videos and even chatted with one of your agents, who was able to get on my desktop and look around with me, and she couldn't find the customize button either.  I wasted 90 minutes with her trying to tell me how to do something she couldn't do....

 

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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