I can shed some light on this, ShannonA1.
Once you've set a template for your invoices, QuickBooks will automatically apply it to all your future transactions. That said, you'll have to create a separate template for that client to meet their specific invoicing needs. Here's how:
- Go to the Gear icon.
- Select Custom Form Styles.
- Click New Style, then choose Invoice.
Design your template.
Whenever you're ready to save the changes, just click Done.
To be guided in adjusting the general layout and look of your template, I encourage reading this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Once done, you'll have to apply that template every time you create invoices for that certain client.
By the way, if you've already created custom templates outside QuickBooks, you can bring them into the program using the Import feature.
I'll be right here to continue helping if you have any other concerns or questions about invoices. Assistance is just a post away.
