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: Go to the Gear icon.Select QuickBooks Labs.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:Click the Gear icon.Click Custom Form Styles under Your Company.Click New style drop-down arrow in the Custom form styles page.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!

Level 7

Question

Can I create multiple invoice templates for the same client?

Forum|Forum|7 years ago
December 12, 2018
2 replies
1 view

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QuickBooks Online

Angelyn_T

Moderator

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:

Go to the Gear icon.
Select QuickBooks Labs.
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:

Click the Gear icon.
Click Custom Form Styles under Your Company.
Click New style drop-down arrow in the Custom form styles page.
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

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

W

WHPAV

Hello there, @accounting-JE. I appreciate you bringing this to our attention.

The steps provided by my colleagues above regarding the Customize button and Import Style feature is for QuickBooks Online (QBO).

If you're using QBO, then you should have those options. To isolate the issue about the missing buttons, let's use a private browser. Since there are instances that the stored cache cause issues if it gets full of outdated files.

Here's how to open it:

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

Once done, try to follow the steps provided above. If it works, then your main browser causes this kind of issue. To ensure this doesn't happen again, it's a good idea to clear the cache of the browser you're using.

However, if those are still missing, I'd like to ask what version of QuickBooks were you using? I want to ensure I'd be able to provide the right fix for this problem.

Please keep me posted how things go on your end. I want to ensure this gets resolve for you. I'm always here to help. Take care.

On the database I built for my company (which has been called a poor man's version of QuickBooks), I have two different types of "projects",each with their own version of a quote, invoice and receipt depending upon whether the project is just a sale with a limited quantity of labor or a full blown contract. In addition, the Sales invoice is typically due all at once, while the contracting Quote enables me to require a certain percentage of the project up front with the remainder to be paid within 10 days of project completion. The contracting quote/contract has much more contracting related boiler plate text as well. The sales form lists all items with their associated unit cost, quantity discount rate (per item) and total line item cost while the contract only lists quantity and names of materials with no prices per line item (although the line items are entered into the database the same way) with a cost page summarizing total cost of materials, cost of labor, cost of travel expenses, and cost of sales tax. The text fields for the two types of forms are different fields with the Contract having Rich text (vs plain text for the sales form). Because the quantity of information is much greater for the Contract, it has a completely different graphic layout than the sales form. All projects (sales or contract), use the same project record (which simplifies accounting!), but which form I generate is determined by which button I push on the Project form. It should also be mentioned that the corresponding invoices and receipts match the two styles of quote forms.

Does Quickbooks support this kind of flexibility? I have a friend who thinks I should switch to QB, but after reading this thread, I am pretty nervous about making the transition.

Thanks in advance for your reply.

Trent

J

John van Wezel

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

QuickBooks Team

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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