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babette-grahamad
January 3, 2023
Question

How to have different EFT details for different customer invoices (i.e. where customers are in different countries)?

  • January 3, 2023
  • 1 reply
  • 0 views
Currently when I change the EFT details in one customised invoice, it automatically updates the same EFT details in all other customised invoices.  My preference is to provide a local bank account for customers to use in their country.

1 reply

Angelyn_T
Angelyn_T
January 3, 2023

Hi, @babette-grahamad. I can see your interest in having different EFT details for your customers' invoices. Let me give you insights about this feature.

 

You have to add your EFT details through your custom form styles. It means that the information will apply to the invoices using that template. For now, you may create a new style per unique EFT information, then use the designated style when recording your transactions.

 

Here's how:

 

  1. Go to the Gear icon, then click on Custom Form Styles.
  2. Select Invoice under New style.
  3. Enter the template name, then input the EFT details.
  4. Tap Done.
  5. Repeat the same steps for payment details.

 

After the setup, select the correct form style for your invoices.

 

I understand that this may take extra time for you while managing your transactions. While the option is not yet available, you may send your feedback directly to our engineers to consider it in the coming updates.

 

  1. Go to the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions. Then select Next to submit feedback.

 

Once done, your valuable feedback goes to our Product Development team to help improve your experience in QBO.

 

On the other hand, learn more about adding bank details to your transactions from this article: Adding bank details to your invoices. Aside from that, you may also give extra customisation on your sales forms. Use this link as your reference: Customise invoices, quotes, and sales receipts in QuickBooks Online.

 

I'm more than happy to help if you have other questions about your QBO entries. Just leave a comment below. Keep safe!

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babette-grahamadAuthor
January 25, 2023

Hi Angelyn.

 

What you propose is what would absolutely make sense - and I have followed your instructions, however it seems as though the "EFT Details" box retains the most recent input and applies this across all custom invoice forms, regardless of them being separate custom forms.  

 

I have created many new custom forms and yet the EFT values change every time I create a new one.

 

There is a comment beneath the EFT box which states:  "(This message applies to all sales forms, except quotes)". ... 

Though I would have thought it would still be custom to a particular Invoice Style.

 

Any suggestions??

 

K
Kurt_M
January 25, 2023

Hello there, @BVS77-.

Thanks for taking the time to perform what my colleague suggested, @BVS77-. I understand how this feature would create an advantage for your business in QuickBooks Online (QBO).

 

Since the option to have multiple custom invoice templates with different EFT details is unavailable. I'd recommend sending a feature request to our dedicated Product Development Team. This way, when they see your product feature suggestion, they'll evaluate it and consider adding the option to future program updates. I'll gladly input the steps below so you can proceed. To begin, here's how:

 

  1. Access your QuickBooks Online company.
  2. On the top right-corner, click the Gear icon.
  3. Under Profile column, choose Feedback.
  4. Enter a detailed description of your feature request.
  5. Once you're ready, press Send.

 

Additionally, I've got you this article to learn more about handling invoice payments in QBO: Record invoice payments in QuickBooks Online.

 

Also, to keep track of your existing invoices and their status, you can customise a report where you can have a clear view of their current transaction status in your company file. To do that, see this page: Customise reports in QuickBooks Online.

 

Thanks for dropping by here, @BVS77-. If you ever need assistance performing other QuickBooks-related tasks, don't hesitate to mention my name in the comment section below. It'll be my pleasure to help you out again. Stay safe, and have a good one!

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