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FZ Howard
Level 2

How do I assign seperate templates to invoices and sales receipts?

In our business we use QB as our POS software for invoicing and receiving payments. As such we print off two documents for our customers: 1) The invoice which shows an itemized break down of what they are paying for as well as it having some custom statements which require initials or a signature. & 2) a payment receipt that doesn't have the custom statements.

 

I have created both of these templates (the best I can with the ULTRA limited customization options) but cannot figure out how to assign the templates to the documents.

 

Is what I am trying to accomplish possible in QBO?

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