Skip to main content
B
beechsidekathryn
August 6, 2023
Question

How can I use more than one invoice template?

  • August 6, 2023
  • 1 reply
  • 0 views
Our organization has multiple locations with different DBAs. Each DBA needs a unique invoice form with different name, contact information, and sometimes different fields.

I have tried setting up multiple invoice forms, but it appears that QBO does not allow me to choose which form to use for a specific invoice.

Is it possible to have more than one invoice template active, and choose between them when creating invoices?

Thank you!

    1 reply

    M
    Maybelle_S
    August 6, 2023

    I completely understand the need for multiple invoice templates for your organization's different locations and DBAs, beechsidekathryn. It's essential to have unique invoice forms with specific names, contact information, and fields to cater to the diverse requirements.

     

    In QuickBooks Online (QBO), you can utilize only one template per invoice, and yes, you can have more than one invoice template active. This can be done by clicking the Customize button within the Invoice window.

     

    Here's how:

     

    1. Go to the +New button.
    2. Under Customers, select Invoice.
    3. Choose the customer from the drop-down arrow.
    4. Enter the other information needed.
    5. Click Customize at the bottom.
    6. Select the template you want to use.
    7. Hit Save.

     

    However, if the issue persists, I suggest performing basic troubleshooting steps. You may have accumulated too much historical data. The reason you're unable to choose which form to use for a specific invoice. First, let's try accessing your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:

     

    • Chrome: Ctrl + Shift + N
    • Firefox: Ctrl + Shift + P
    • Safari: Command + Shift + N

     

    If it works, switch back to your regular browser. Then, clear its cache. This way, you can access QuickBooks with a clean slate. You can also use a different supported one.

     

    Feel free to visit these articles to learn more about managing sales forms:

     

     

    Please let me know if you have other concerns about sales transactions and templates. I'll be around to help. Take care and stay safe.

    B
    beechsidekathrynAuthor
    August 8, 2023

    Thanks so much!

     

    I definitely was not expecting to have to look at the bottom of the screen for the templates - completely overlooked that.

     

    I appreciate your help.

    Rubielyn_J
    Rubielyn_J
    August 8, 2023

    It's a pleasure to have you here again, Kathryn.

     

    I’m glad that my colleague was able to provide some information about using more than one invoice template in QuickBooks.

     

    Please know that you’re always welcome to post in the Community space for any QuickBooks concerns you may have.

     

    If you need tips and resources to manage your QuickBooks Online account and finances, feel free to visit our Support page to learn more. This provides information to help your navigation experience be more effective.

     

    Let us know if you have other concerns about QuickBooks. We'll be happy to lend a helping hand. Stay safe!

    Terms & ConditionsAccessibility statement