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G
gilmorebeancount
November 28, 2018
Question

How do I create two different invoice templates? I need one with a different remittance address for a factoring company and one with my address.

  • November 28, 2018
  • 13 replies
  • 27 views
No text available

13 replies

R
Rasa-LilaMQuickBooks Team
QuickBooks Team
November 28, 2018

Good day, gilmorebeancount.


Welcome aboard in the Online Community. I'm glad to let you know that you can use the built-in template and import a custom invoice in QBO to create invoices with different remittance address.

 

The Import style feature allows you to create sales forms that match your brand's style. You can personalize them to suit your needs.

 

When creating the template, indicate the text that you want QBO to map data. To do so, mark it by using the opening and closing angle brackets.

 

From there, you can either enter the company’s factory address or your own address.


To visually guide you through the steps, refer to the How to import custom invoices article. For future references check out this link on how to customize invoices and sales forms.


After importing the template, you can start sending invoices with the appropriate address. To switch to the custom template and vice versa, click on the Customize button and choose the template you want to use.

 

That'll do it. The resolution steps will keep you moving today.

 

Keep me posted if you have questions about the process. I'll be glad to assist you further. Wishing you the best.

G
gfle
April 24, 2019

Is there a way to do this in Quickbooks Desktop?  The import article only discusses QB Online. 

K
KhimG
Level 7
April 24, 2019

Hi there, @gfle.


Thanks for reaching out to the Community. I’d like to join the conversation and share some information about importing templates in QuickBooks Desktop.


Similar to QBO, you can customize the built-in templates for your invoices and other transactions. Let me show you how:

  1. Go to the Lists menu and select Templates.
  2. Select the template you want to customize from the list.
  3. Click the Additional Customization tab.
  4. Update the template to only show the information you want.
  5. Hit OK.

 

 

 

 

If you wish to import your personalized form, follow the steps below:

  1. Go to the Lists menu and select Templates.
  2. From the Templates drop-down, select Import.
  3. Locate the template you want to import and select Open.
  4. Keep the original name of the template or change it.
  5. Click OK to see the imported template on the list.

 

 

 

For more information about this, take a look at this article: Use and customize form templates.


That should get you pointed in the right direction.


Let me know if this works for you, I’m always here to keep helping. Take care and have a pleasant day ahead!

K
kparris
March 10, 2020

I am trying to do the same thing in creating two different invoice templates and I would like to change the content on each invoice template. Right now I have created 2 different invoice templates but whenever I change the content on one, the content information changes on the other.  What can I do to solve this?

A
Anonymous
April 2, 2021

I have exactly this problem. Changing one invoice template changes every other invoice template, too. It utterly defeats the purpose of having different invoice templates. Furthermore, I cannot find a way to "apply" an invoice template when creating a new invoice from scratch. Anybody?

JenoP
JenoPQuickBooks Team
QuickBooks Team
August 29, 2023

Hi,

 

did we ever get a resolution on this issue? I have the same problem and it seems the help AI never heard about it...

 

Thank you


I'd love to help you on this and share the details about creating different sales templates, JPB6.

 

There's an option to create a separate invoice template that does not affect the existing one. You can take advantage of the Class Tracking feature. This gives you the ability to make a separate invoice templates with their own addresses.

 

First, activated the feature using the instructions here: Turn On Class Tracking in QuickBooks Online.

 

Second, create a location by following these steps:

 

  1. Go to the Gear icon and select All lists.
  2. Look for Locations and click on it.
  3. Click New in the upper-right hand corner.
  4. Type in the name of location.
  5. Check the box for This location has a different address where customers contact me or send payments if you need a different address. Then, type in the second address.
  6. Click Save.

 

After saving the details, the system will automatically pick up the name, contact number, and address that you put in once you select the location. Although, you can only use one logo for the entire company at the moment, regardless of the location. 

 

You can also proceed to creating the second invoice template using these steps:

 

  1. Go to the Gear icon and select Custom form styles.
  2. Click New style in the upper-right hand corner.
  3. Proceed to making the invoice template and click Save.

 

Let me share these resources for more details about this feature: 

 

 

Just in case you need more reference when customizing invoices, I'll provide these articles as well: 

 

 

If you have any additional questions or need further assistance with QuickBooks Online (QBO), feel free to post them in this thread or in the QuickBooks Community. 

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