Yes, you can definitely set up multiple templates, eileen-mckechnie.
You have the option to create multiple invoice templates using our own designs or import your own style. I'll show you how to create one:
If you want to import your own style, let's turn on the feature first. From the Gear icon, select QuickBooks labs and turn on the Import Style option. Then, click Done.
For more details in setting up your templates, you can click these resources:
Let me know if you have other questions. Take care!
Thank you so much for the reply and apologies for my delayed reply.
Could you please advice how we can use the different templates when invoicing and / sending to customer.
You don't have to apologise, Eileen Mckechnie.
We can use different templates on our sales form by clicking the Customise button and then selecting the invoice template.
I'll use a screenshot as your visual guide:
If you want to either send an invoice in different languages or send it using your Gmail account, you can check these references:
I'm just a post-away if my assistance is in need. Have a good day!
When I enter a second invoice template in, all the information I put in that new invoice template carries over to the first template I created. When I go into the first invoice template that I created to fix the info, it changes the second template. It's like I have to have the same info on both templates. I don't want it to. One template is for our marketing group and the other is for our service group. Am i able to create to separate invoice templates with different emails and product info?
Thanks for joining us here today, @MelissaFITCO.
I'll share some information about editing invoice templates. In QuickBooks, if you're editing company info (company email), it'll also update your other invoice templates.
If you want to create separate invoice templates, you can use the import custom form style as mentioned by my peer @Catherine_B. Please refer to the above steps on how to enable this feature.
You can also check out this guide for the step-by-step instruction: Import custom form styles for invoices or estimates.
With import custom styles, you're now able to design custom invoice styles and use different invoice templates for your customers.
Additionally, here's a link that'll help you manage customer-related tasks. It contains topics about your company's income and customers. Just choose a title that'll fit your concern: Sales and customers.
Should you have other invoice questions? Drop them below and I'll be happy to answer them for you. Take care and have a wonderful day ahead.
Yes this is very frustrating!
I want to create a new custom template to use for different customers. It doesn't make sense that the only way to do this is through uploading a new template. Especially as someone with no experience using DOCX and you have to purchase a new accounting program to create this template when I'm already paying for quickbooks...