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September 14, 2022
Question

I tried to create a new invoice template but when I try to apply it to a new invoice it doesn't work

  • September 14, 2022
  • 1 reply
  • 1 view
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1 reply

Level 5
September 14, 2022

Hi there sophiaelena53-gm,

 

It's important that all your transactions have the correct information displayed for your customers. QuickBooks Online is a great tool able to help you customize the forms you send to your customers. I can provide some information about custom form templates.

 

Once you've created a custom form template to use with invoices, you can apply it to an invoice when creating it by clicking on the Customize option located in the bottom grey bar, then selecting the template in the options shown.

 

if you have any other questions, feel free to reach out here.