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C
cwb01
February 13, 2024
Question

Is it possible to have two different email templates for invoices? (i.e. for the email that is sent out with an invoice).

  • February 13, 2024
  • 2 replies
  • 0 views

I would like to have one template that goes out with US invoices and a different one with Canadian invoices. I know how to customize the template itself, just wondering if I can create a second template. 

2 replies

M
MJ_R
February 13, 2024

Hi cwb01,

 

Welcome to the Community and thank you for reaching out today. QuickBooks Online gives you the tools to create attractive, professional-looking invoices, estimates, and sales receipts. I'd be happy to provide some information on Invoice templates in the software.

 

 To answer your question briefly, yes, it is possible to have multiple email templates for invoices in QuickBooks Online. You can create separate templates for your invoices, estimates, and sales receipts. You can also have multiple templates for each form. 

 

Below are 2 articles to help you create the new template for your invoices: 

Use and customize form templates
Import custom form styles for invoices or estimates in QuickBooks Online

 

I hope this helps! If you have any other questions, feel free to reply. I'm here to help.
 

C
cwb01Author
February 13, 2024

Thank you. The first link provided gives instructions for QB Desktop. Can you please provide instructions for how to create multiple email templates for invoices in QBO? I can only see how to create one email template for each of invoices, estimates and sales receipts. 

M
MJ_R
February 13, 2024

To create a new invoice style in QuickBooks Online, try following these steps:

  • Click the Gear icon in the top right corner and select Custom Form Styles under Your Company.
  • Click the New style button in the upper right corner to create a new template.
  • Select Invoice and go to the Design page.
  • Edit the template name, upload your logo, choose colors, select font styles and sizes, and adjust margins to match your branding.

You can also create a new invoice style by:

  • Creating a new invoice, +New
  • Select Invoice
  • Select Customize at the bottom on the invoice.
  • Select "New Style"
T
Trish_T
August 15, 2024

Hi cwb01,

 

Having the ability to create multiple email templates for your forms, currently isn't available in QuickBooks Online.  Although you can make any changes as you see necessary, it will affect all sales forms.

 

You can customize the email templates in the version that you're using, by following these steps:

 

1. Open your Settings ⚙, and select Account and settings 

 2. Proceed to the Sales tab

3. Click on the Edit 📝 in the Messages section

4.  Choose a Sales form in the▼ dropdown menu

5. Customize the email message and enter any other details

6. Hit Save, then click Done.

 

Please don't hesitate to submit a suggestion to our Development Team for future updates and feature enhancements.  Recommendations are greatly appreciated, in assisting us with improving your overall customer experience in QuickBooks Online.

 

Let us know if you have other questions.  We would be glad to assist!

M
Me-Myself-I
August 15, 2024

What is the point of having different layouts? Apparently I can't have one save with the shipping address and one without the shipping address included. It would also be great if I could change the name "Ship To"

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