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August 23, 2020
Question

Had any one been successful changing the template of the words in the invoices

  • August 23, 2020
  • 1 reply
  • 5 views
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1 reply

AddieC
Level 5
August 24, 2020

Hi reevamaybee-live,

 

QuickBooks Online makes it so simple to customize the look and feel of your invoices. This is an awesome way to reflect your business branding for your clients. I'd be happy to explain how to customize the text on your invoices. 

 

First, review this article for a step-by-step guide to customizing invoices: Customize invoices, estimates, and sales receipts in QuickBooks Online


As explained in this article, you can create custom fields, as well as re-name the column headers by clicking the Content tab in the customization screen.

 

Here's how to add custom headers:

  1. Select the header section.
  2. Select + Custom field.
  3. Enter a label for the custom field.

You can also edit data field labels: 

  1. Select one of the sections (header, table, or footer). If you select the table section, select Edit labels and widths first. Then you can edit the data fields.
  2. Select a data field.
  3. Enter a new label. 

I hope this helps. If you have any other questions, please reach out to our tech support team.


Cheers.