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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.
Solved! Go to Solution.
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:
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.
Hello there, @Abdul Rehman.
Please see the screenshot below:
Please get back to me if you have further concerns. Have a good day!
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.
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:
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.
Hi JonpriL,
Thank you very much to share the resolution of the issue. This was my exact need.
Thanks again.
Regards,
Abdul Rahman.
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
Hello there, @ibd.
Here's how to import template:
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!
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
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