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eileen-mckechnie
November 19, 2020
Question

Setting up multiple invoice templates. Is this possible? I am contactable on

  • November 19, 2020
  • 1 reply
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1 reply

C
Catherine_B
November 19, 2020

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:

 

  1. Go to the Gear icon and select Custom form styles.
  2. At the upper-right, click New style.
  3. Select Invoice.
  4. Go through each tab and select your preferred designs. 
  5. Click Done.

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!

E
eileen-mckechnieAuthor
November 26, 2020

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.

 

Thank you

Kind Regards

Eileen Mckechnie

Adrian_A
Adrian_A
November 26, 2020

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!

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