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1 reply

QuickBooks Team
May 16, 2026

The steps for editing an invoice layout depend on the template you're using.

 

Here are the steps if you've selected the modern template:

 

  1. On the invoice page, select Manage.
  2. Click the Design tab and choose a font style in the Font dropdown menu.
  3. You can also select which labels are visible to your customers in the Customisation tab.

 

If you’re using a custom template, you can modify this by following these steps:

 

  1. Go to the Gear icon and select Custom form styles.
  2. In the ACTION column, click Edit.
  3. In the Design tab, you can change the font options, colours, or upload your logo.
  4. To adjust the layout for the header, table, and footer details, click on the Content tab.
  5. Once done, select Preview PDF to view exactly what your customers will see, or click Done to save.

 

We'll be around to help you if you have any other concerns.