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suzannek1
May 6, 2024
Question

With Modern invoice style, can i have more than one template?

  • May 6, 2024
  • 1 reply
  • 0 views
I used to use different templates for different types of invoices.  With the Modern Invoices, there seems to be only one template.  Is this the case?

1 reply

M
MichaelaS
May 6, 2024

Yes, adding more than one template is possible in the new invoice layout, suzannek1. 

 

There are two ways of adding them in QuickBooks Online(QBO). You can access it through the invoice window or in the Gear icon, then select Custom Form Style. Let me share the steps below.

 

  1. Go to the New+, select Invoices.
  2. Click the Manage icon, then click the Design dropdown.
  3. In the Other templates, tap Manage hyperlink.
  4. Click the New style dropdown, and choose Invoice.
  5. Change the template or customize your template according to your needs.

 

You can refer to this article for the alternative way and more detailed steps: Customizing Invoices.

 

Also, you can check this article to guide you further in recording your invoice payment: Record an invoice payment.

 

Let us know if you have any further questions about adding templates. We'll do our best to assist you. Have a great day.

S
suzannek1Author
May 7, 2024

Thank you!

M
Mark_AG
May 7, 2024

I'm glad to hear that my colleague was able to assist you with your concern, @suzannek1. We're delighted to serve you with exceptional customer service and to ensure your complete satisfaction.

 

If you have any other concerns about QuickBooks Payroll, please feel free to reply to this post. We're always available to assist you. Have a great day ahead!

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