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Replying to:
Alessandra_B
QuickBooks Team

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Thank you for posting here in the Community, @citywide.

 

You can create two separate templates for your invoices. Let me add a few details about this and help you further.

 

In QuickBooks, you can create two separate invoice templates. You can choose to include the Account Summary on one template and exclude it on the other.

 

This said, once you create the invoices, you can choose the template with or without the Account Summary for a customer.

 

To choose which template to use for the invoice, you can follow the steps below:

  1. Open the invoice.
  2. Click on Customize.
  3. Choose the template you want to use.
  4. Click on Print or Preview.

I've attached some screenshots below of sample invoices with and without the Account Summary.

 

 

 

 

 

Don't hesitate to mention me in your comment below if you have any other concerns. I'll be sure to get back to you.

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