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gerald-gierer
August 15, 2020
Question

I have 4 different invoice templates. Each time I create an invoice I need to manually select the correct template. Can a template be assigned to a customer?

  • August 15, 2020
  • 1 reply
  • 0 views
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1 reply

C
ChristieAnn 11
August 15, 2020

Hi there, gerald-gierer.

 

Currently, the option to assign a specific template to a customer is unavailable in QuickBooks. You'll need to manually choose the right template every time you enter an invoice to a customer.

 

However, you can create a recurring invoice for a specific customer. This way, the system will use the same template you select upon creating the recurring transaction.

 

Here's how:

 

 

  1. Click the + New icon. Then, select Invoice.
  2. Fill out the form with the information you want to appear in every instance of the invoice.
  3. Under Payment Options, choose the types of payments that you accept.
  4. Click Make recurring.
  5. Customize the Recurring Invoice. Then, enter a template name.
  6. From the Type drop-down, choose Scheduled. On the Options section, mark Automatically send emails.
  7. Set the interval and Set the Start date to at least one day in the future. Scheduled recurring transactions are automatically created during the first half of the day. 
  8. Change the End date, unless you want this transaction to recur for an unlimited time.
  9. Hit the Save template button.

 

For additional information, you can click this article: How to create a recurring invoice and manage recurring transactions. This also provides steps on how you can manage recurring transactions.

 

I also recommend visiting our QuickBooks Blog. This way, you'll be guided with updates and newly released features in QuickBooks.

 

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

M
MickeyT1
July 14, 2023

It's three years later and I'm wondering if the ability to assign a template to a customer has been updated.

L
LollyNino_C
July 14, 2023

Thank you for joining in on this thread, @MickeyT1. 

 

It's my pleasure to your concern about managing invoice templates in QuickBooks Online (QBO).

 

Assigning a template to a customer in QuickBooks Online is currently unavailable. You may need to follow the same workaround, which is to manually select the appropriate template every time you enter an invoice for a customer.

 

However, you can use the recurring templates. These templates save you time generating the same invoice every time. You will need to create a template for each customer. To learn more about this functionality, please click this link: Create recurring transactions in QuickBooks. It provides steps on how you can manage recurring transactions.

 

Having this option is indeed a great idea. That said, I encourage you to submit feedback to our product developers to request the implementation of this attribute in the future. 

 

Our developers might work on this idea in the future, so stay tuned for email updates and in-product popups. 

 

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

 

For your reference, check out this link: How to Submit Feedback. Also, I recommend visiting our Firm of the Future site. It is where we share recent happenings and future developments, such as updates to newly added features.

 

Do you do progress invoicing for your customers? If you need help setting it up, I would recommend reading this article: Set up and send progress invoices in QuickBooks Online.

 

If you have additional questions while working with templates. I'll be around to assist you further. Have a great rest of your day.

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