Skip to main content
March 23, 2024
Question

How do I customise an invoice for different customers? I want different invoices to have different information on them for a each type of customer. Is this possible?

  • March 23, 2024
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

March 23, 2024

Hello there, Stan1945.

 

In QuickBooks Online (QBO), you can create different templates for each customer. However, any changes made to one template will affect all templates. With that, customising invoice information for customers is unavailable.

 

We understand your need for functionality and would love to hear your thoughts by sending us feedback on your QuickBooks Online company. Your input helps our product developers consider future functionality enhancements.

 

Here's how:

 

  1. Go to the Gear icon and then select Feedback.
  2. Type in your feature request in the description box.
  3. Click on Next.

 

Furthermore, you may want to explore a third-party application to customize invoices for different customers. You can find one by visiting this website: https://quickbooks.intuit.com/app/apps/home/en-global/.

 

Moreover, check this resource to learn more about creating custom form styles for sales transactions: Customise invoices, estimates, and sales receipts.

 

Additionally, please visit our Firm of the Future page periodically to stay updated with the news and updates.

 

For future reference, you can check this page to help record invoice payments to keep your records accurate.

 

Feel free to reach out to me anytime for further assistance with managing QuickBooks invoices. Take care!