Respective Invoice Template selection instead of ONLY default one

Abdul Rehman · ‎December 24, 2019

Hi All,

Please guide how to select respective invoice template from available templates.

Right now (as per my understanding), system picks to print only that template which is marked as 'default'. And changing the 'default' each time (for each customer) doesn't seem logical. If there is my understanding issue, then please let me know.

Regards,

Abdul Rahman.

JonpriL · ‎December 24, 2019

Thank you for sharing additional inputs, @Abdul Rehman!

You'll have to select the invoice template you personally customise before printing or sending them to your customers.

To do so:

Go to the Plus icon.
Under Customers, select Invoice.
Tap Customise at the bottom of the invoice page.
Select the template for printing or sending invoices.
Click Print or Preview, or Save and send.

Here's a screenshot for your visual reference.

I've also included this helpful article that guide you in recording a payment from your customer: Record invoice payments in QuickBooks Online.

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.

View solution in original post

GraceC · ‎December 24, 2019

Hello there, @Abdul Rehman.

You can change your invoice template in the Custom form Style page. Let me guide you how.

Go to the Gear icon.
Under Your Company, click Custom Form Styles.
Choose your invoice, then Edit.
In the Design section, select Change up the template.
From there, choose the template you want.
Click Done.

Please see the screenshot below:

Please get back to me if you have further concerns. Have a good day!

Abdul Rehman · ‎December 24, 2019

Hi Grace,

Probably I didn't mention my query clearly.

Let I have made 2/3 templates to use in printing/sending the invoice to respective customer. Once I make invoice and click on 'Save and Send' or click to get 'Print' of the Invoice, then system picks the Invoice Template which is marked as 'Default' and doesn't allow selection here. So, how I will get respective Invoice Template after selecting from available 2/3 templates. Here I have no option except to mark another respective invoice as 'Default' then get the print accordingly.

Kindly confirm if still the query is ambiguous. And if its clear to understand then please reply accordingly.

Regards,

Abdul Rahman.

JonpriL · ‎December 24, 2019

Thank you for sharing additional inputs, @Abdul Rehman!

You'll have to select the invoice template you personally customise before printing or sending them to your customers.

To do so:

Go to the Plus icon.
Under Customers, select Invoice.
Tap Customise at the bottom of the invoice page.
Select the template for printing or sending invoices.
Click Print or Preview, or Save and send.

Here's a screenshot for your visual reference.

I've also included this helpful article that guide you in recording a payment from your customer: Record invoice payments in QuickBooks Online.

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.

Abdul Rehman · ‎December 24, 2019

Hi JonpriL,

Thank you very much to share the resolution of the issue. This was my exact need.

Thanks again.

Regards,

Abdul Rahman.

ibd · ‎March 10, 2020

Hello,

We are given the option of creating "New Styles" and we are allowed to make changes to them but once a change is made all of the other Templates follow. I need to be able to have two Templates available to me for when i am billing in my local currency and in foreign currency (with different payment instructions).

Please assist me in creating two slightly different Templates.

Thank you,

ibd

GraceC · ‎March 10, 2020

Hello there, @ibd.

It'll change everything once you customize the content of the template. Though, you'll have the option to import another one to QuickBooks.

Here's how to import template:

Go Gear icon.
Choose the Custom Form Style.
Under the New style drop-down, then click Import style.
Select on the Save and upload your file field.
Hit on Next.

Once done importing, you can personalize your template to use when emailing your transactions.

For more details steps, you can refer to this article about: Importing custom form styles for invoices or estimates.

Feel free to hit the Reply button if you have any other questions. I'm always here to help. Have a good day!

ibd · ‎March 11, 2020

Thank you. I used the template offered in the QBO EZ Map Fields and Samples file and was able to create the two invoices that I needed and I am able to switch between them with no issues. Thank you for your assistance.

ibd