In August of 2015 we published a blog post about creating a custom invoice in QuickBooks Online (QBO). You can find that post here:
Today, let’s add some additional functionality for your custom sales forms.
Use Multiple Sales Form Templates
It is now possible to have several templates from which to choose when creating a customer invoice.
For instance, let’s say that the sample company, Craig’s Design and Landscaping Services, would like to have a different look for invoices for different purposes. They do a lot of service work as a result of customer contracts.
These invoices mainly need a description of work done and an amount. They don’t really need quantities and certainly don’t need a customer shipping address.
On the other hand, Craig’s also carries some specialized landscape feature items that they sometimes ship to customers. An invoice for products should show quantities. And since it is being shipped, should have a shipping address.
Start your customizing work the same as in the previous post mentioned above.
You should name your customized templates. They will appear on the Custom Forms Styles list. You can access that by going to Settings (gear icon) and selecting All Lists.
Here is the list for Craig’s:
Now, whenever someone from Craig’s creates an invoice, these different styles are available to them.
Choose the desired style from the Customize button along the bottom of the invoice entry screen. You can see in the above graphic that the Service Invoice, one of our custom templates, has been selected.
So, how does that look on a printed invoice?
Here’s a print preview. This is the clean, uncluttered style Craig created for his contract and/or service sales.
Conversely, had this sale been products to be shipped, the Shipping Invoice could have been selected from the list. Then quantities and shipping address, along with any other customizations that had been made to that custom style, would show in the preview of the invoice.
Hector Garcia, CPA
Certified Advanced QuickBooks ProAdvisor
12401 Orange Drive #136
Davie, FL 33330