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Inspectionprotection
March 6, 2021
Question

Switching Invoice Templates

  • March 6, 2021
  • 1 reply
  • 0 views

Is it possible when raising and invoice to be able to choose between say 2 different invoice templates?

I need to be able to raise 1 invoice template for certain works performed with bank account number 1 details, But I also need to raise another invoice with template number 2 with different bank account details for different section of my business.

Is this possible to choose which template the invoice is raised on?

1 reply

JenoP
JenoP
March 6, 2021

You can use different invoice templates for each invoice, Inspectionprotection.

 

Let me the steps on how to select a template when creating an invoice.

 

First, create the other template by following the steps in this article: Customise Invoices, Quotes, And Sales Receipts In QuickBooks Online. 

 

Second, manually select the template while creating the transaction. Here's how: 

  1. Click the + New button and select Invoice. 
  2. Enter the details of the invoice.
  3. Click Customize at the bottom of the screen, then select the template that you want to use.
  4. Click Save or Save and close. 

Let me also share these additional articles for more details on how you can add more customisation to your sales transactions:

 

Let me know if you need more help with this. The QuickBooks Team is always here to guide you again. 

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