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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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JenoP
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QuickBooks Online provides an option to create a different template for each of your customer, cerobinson27.

 

I'd be glad to share these steps with you:

 

  1. Go to the Gear icon and select Custom form styles
  2. Click New style and select Invoice.
  3. Under the Design tab, type in the name of the template. You can put in the name of the customer so it's easier to distinguish which template it will be used for.
  4. Proceed to the Content tab. Then, click the Pencils icon in the right-hand side.
  5. Enter all the details that you need for this template.
  6. Click Done

 

Follow the same steps in creating other templates for the rest of your customers. Here's an article about this feature for additional details: Customize Invoices, Estimates, and Sales Receipts in QuickBooks Online.

 

Once done, select the right template for the customer when creating invoices. Just click the Customize button at the bottom of the invoice and select the correct template.

 

Let me share these articles as well for additional resources and guidance: 

 

 

Please know that the Community is always here if you need anything else. We're always here to help. 

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