- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Different Invoice Templates for main company name and it's DBA specifically assigned to customers of each respectively?
I have read every post I can find and no one clearly answers this question. What I am trying to clarify is the following:
Company A also does business as Company B as a legally defined DBA or fictitious name. Therefor Company A and Company B have slightly different billing details including different logos, different addresses and different phone numbers. This is done to keep clear separation of two totally different product lines and their respective branding as the products and services again are not similar. They are legally the same company and share the same employees and have one EIN and IRS tax return.
Company A has (x) customers and Company B (x) customers.
What I seem to understand is that according to this post: (Different Invoice templates for different service lines in same business) https://community.intuit.com/questions/1726932-different-invoice-templates-for-different-service-lin...
that at least it appears one can create two totally different invoice templates using MS Word and import them into QB Online.
** But what is not clear is now that we have two specifically different designed templates for customers of each respective company name, is can we now somehow assign a specific customer one of the specific invoice templates permanently? It seems possible but I am not sure?
Thanks!