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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
  • 2 replies
  • 21 views
No text available

2 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.

E
ED iCERT
March 30, 2021

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

 

R
Rasa-LilaMQuickBooks Team
QuickBooks Team
March 30, 2021

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.

 

 

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.

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?

Rose-A
Rose-A
Level 10
March 10, 2020

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:

 

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

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