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1 reply

Rubielyn_J
Level 8
February 23, 2021

You're in the right support, @accounts-blueaqu. I can help you customize invoices in QuickBooks Online.

 

Customising the appearance and layout of your invoice is an effective way to enhance your business' communication. 

 

If you want to create a new template, here's what you need to do:

  1. Sign in to your QuickBooks Online account.
  2. Go to the Settings  menu and then click Custom Form Styles.
  3. Select the New Style dropdown menu.
  4. Choose Invoice.


     

Otherwise, you can customise an existing invoice. Here's how: 

  1. From the left menu, choose Customers.
  2. Select the Invoices tab.
  3. Choose the invoice and click the Edit invoice button. 
  4. At the bottom of the invoice page, select Customize.
  5. Click the Edit current and click Yes




From there, you can select your template, add a logo and add specific info to your invoice. For detailed information, I encourage you to open this article: Customise invoices, estimates, and cash memos in QuickBooks Online.

 

Furthermore, I've added this article to guide you to attach files, and send sales forms: Email and customise sales form.

 

Feel free to leave a comment below if you have a follow-up question. I'll get back to you right away. Stay safe always.