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.

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.

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

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!

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?

Hello, kparris.

I'm here to help and ensure you'll be able to change the content on each invoice template. Modifying the content for one template will not affect the others. You may want to make sure you're not changing the content for the same template.

Once verified, the behavior you've experienced is probably a browser-related issue. Let's run some basic troubleshooting steps to isolate the problem. You can try logging into your QuickBooks account using a private browser. 

Here's how to open a private window in different browsers:

• Google Chrome: press Ctrl + Shift + N.
• Mozilla Firefox: press Ctrl + Shift + P.
• Internet Explorer: press Ctrl + Shift + P.
• Safari: press Command + Shift + N.

If you're able to modify the content without affecting other templates, you should clear your web browser. Web browsers store info about your everyday usage in an attempt to respond faster. It’s a good idea to clear your browsers regularly.

If you're using QuickBooks Desktop, verifying and rebuilding your data is a good start when it comes to fixing template-related issues.

I'm leaving you some articles to learn more on what you can add when customizing your templates in QuickBooks Online and Desktop:

• Use and customize form templates
• How to Customize Invoices in QuickBooks Online

I'll be around to help if you need additional assistance in customizing your sales forms. Just hit the reply below.

The additional information referenced in this Help segment is missing - the video is not available 

 HOW TO CREATE CUSTOM FORM STYLES IN QUICKBOOKS.     The link does not work

I appreciate you for checking out the solutions shared on this thread, ED iCERT.

I’m here to ensure you’ll be able to see the step-by-step process on how to create custom forms in QBO.

QuickBooks Online has a built-in tool that helps customers create attractive and professional-looking sales forms. Let’s use the Custom form styles feature to add a brand to your invoices.

The following resources outline the complete instructions on how to tailor the layout and information displayed on your sales forms. Also, these articles contain videos that will visually guide you through the process.

• Customize invoices, estimates, and sales receipts in QuickBooks Online
• How to Customize Invoices and Sales Forms

To get acclimated to some of the processes in QuickBooks, click here to access our online tutorials. The links are arranged by topic so you can watch each video easily.

Don’t hesitate to visit the Community again if you have any other QuickBooks concerns. I’ll be more than happy to lend a helping hand. Have a good one.

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?

Good morning, @jmpratt343. 

Thanks for joining in on this thread. Let's work together and get this problem resolved. 

The only information that would stay the same on the invoice templates is the email messages. If this isn't the case, then I recommend contacting our Customer Support Team for further details. They'll be able to use some additional tools to see what is causing this to occur. Here's how: 

1. Go to the Help icon in the top right-hand corner. 
2. Hit the Contact Us button. 
3. Give a brief description of the problem and hit Let's talk. 
4. Scroll down and choose to Get a callback. 

That's all there is to it. 

Let me know how it goes. It's my priority that you're able to get back to running your business. If you have any other concerns, feel free to ask. I'm only a post away if you need me. Have a great day! 

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: 

• Customize Sales Forms by Location in QuickBooks Online
• Add, Customize, or Remove Logos on Sales Forms

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

• Add a Discount to an Invoice or Sales Receipt in QuickBooks Online
• Add Custom Fields to Sales Forms and Purchase Orders in QuickBooks Online

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. 

This works but there's one final kink. I want to be able to customize the memo on the invoice and the text that gets sent with the email.

For some reason this cannot be different on the invoice templates. I just talked with a specialist on the phone and he informed me that it was designed so you cannot have a different memo on your templates.

Can someone look into it and make the changes so we can edit the memo and the email text on a template without having change on the others?

Thank you

I appreciate the reply and additional details, JPB6.

Customer support is correct in stating that there isn't an option to include distinct memos on invoice templates. Additionally, the text or message in the email remains consistent across the entire company, regardless of the location.

I understand how being able to add more details to your invoices can be very useful to your business and other QBO users. It would be a great idea to share your feedback with our engineers regarding this matter. 

Customer input, such as yours, holds great value and frequently contributes to the development of new features and improvements in our products. Here's how you can send it in QBO:

1. Go to the Gear icon and select Feedback.
2. Type in your feedback and suggestions about being able to add different memos on invoice templates.
3. Click Next to submit them.

I'd also like to share these articles for more guidance when using the invoicing feature in QBO:

• Send Invoice Reminders Automatically or Manually in QuickBooks Online
• Customize Invoices on the QuickBooks Online Mobile App

Feel free to reply to us again or drop by the Community anytime you require further assistance. We are committed to ensuring you receive the support you need.