Hi debrowling,
Thanks for joining the thread! I understand that you would like to set up an invoice template with a different business name, email address, logo and bank details on it. You're doing great with using the Locations feature. Doing so, you'll be able to assign a business name and email address to show on your invoices when selecting this location.
For reference, here's how to set this up:
- Go to the Gear icon and select All lists.
- Select Locations.
- Select New or Edit.
- Tick This location has a different company name when communicating with customers. In the text field, enter the company name to show on the invoice.
- Tick This location has a different email address for communicating with customers. In the text field, enter the email address.
- Select Save.
Once done, please assign bank details and logo to your invoice templates. Here's how:
- Go to the Gear icon and select Custom form styles.
- Select Edit or New style> Invoice.
- On the Design tab, click on Make logo edits.
- Click + to add the logo. Upload the logo and click on Save.
- Then go to the Content tab.
- Click on the pencil icon on the footer of the invoice.
- Add bank details in the Footer text field.
- Select Save.
Follow the same steps with the other invoice template you may have. Then open an invoice and select a location and on the Customise tab select the invoice template you would like to use. Click Print or Preview to confirm if it shows the correct details on it.
Feel free to drop a comment below if you need further assistance, I'll be around to help.
