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roohullah-rafaqa
Level 1

I have add contents in invoice templates but they all apply on all types of templates. i want to add different contents in different invoice templates

how to add more than 3 contents
1 Comment 1
Rea_M
Moderator

I have add contents in invoice templates but they all apply on all types of templates. i want to add different contents in different invoice templates

Hello there, @roohullah-rafaqa.

 

I'll help share a few insights about adding content to your invoice templates in QuickBooks Online (QBO) and guide you in sending product recommendations to help improve the features of our products.

 

For the time being, when you add contents to your invoice templates, they'll all be applied to all other template types or sales forms. The option to add more than three contents and include different ones per invoice template is currently unavailable in QBO. The system limits or will only allow you to add three contents that can be included and printed to all your sales forms (i.e., sales receipt, estimate, invoice, credit note, and refund receipt).

 

To learn more about personalising and adding specific info to your sales forms in QBO, please see this article: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

On the other hand, I can see how the benefit of being able to add more than three contents and include them in different invoice templates would aid you in managing your transactions with QBO. With this, I would encourage you to send suggestions or product recommendations. We take your suggestions as opportunities to improve the various features of our products.

 

Your valuable feedback will be forwarded and reviewed by our Product Development team to help improve your experience while using the program. Here's how:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Type in your recommendation in the Share your feedback field.
  4. Click Next.
  5. Follow the on-screen instructions to complete the process. 

 

Also, you may want to check out one of our Help pages as your reference in managing your customers, invoicing, payments, and handling sales transactions using QBO: Customers and income help articles for QuickBooks Online.

 

Let me know if you have other feature concerns or questions about managing invoices and sales transactions in QBO. Please don't hesitate to drop a comment below, and I'll gladly help. Take care, and I wish you continued success, @roohullah-rafaqa.