HOW TO

HOW TO CUSTOMISE AN INVOICE | GET STARTED TUTORIAL

How to customise an invoice

Ensure your company stands out from competitors by customising invoices to give them a professional feel.
How to customise an invoice

Benefits include

Image Alt Text

Give your company

a more professional feel
Image Alt Text

Make your brand stand out

on your invoices, estimates and sales receipts
Image Alt Text

Customise your logo

colour scheme, font, headers/footers and custom fields

Step-by-step guide

Step 1

  • Select the Gear icon on the Toolbar, then Custom Form Styles under Your Company.
Image Alt Text

Step 2

  • From the new style drop-down menu, select the type of transaction you'd like to customise (Invoice, Estimate, or Sales receipt).
  • You can also edit the default form which will apply the changes to all basic sales forms.
Image Alt Text

Step 3

  • You will see a template pop up for the chosen type of transaction
  • The customisation page is broken into three sections: design, content and emails:
  • Design - this is where you can edit/add your logo, add some colour and choose your font.
  • Content - here you can edit your information, add website/address, and change labels and their widths.
  • Emails - choose whether to show full or partial details and create your message for your customer.
  • You can jump into this builder and click on the things you wish to change.
Image Alt Text

Step 4

  • Once you've finished customising, select Preview PDF to check if you are happy with the final version, then select done.
Image Alt Text

Step 5

  • The new customised form will now be listed on the Custom Form Styles page.
Image Alt Text

Related Resources

Image Alt Text
VIDEO

Send invoice reminders

Send invoice reminders automatically to help you get paid faster.

Image Alt Text
HOW TO

Create the same invoice for multiple customers

Save time and create an invoice template that you can edit and send to multiple customers.

Image Alt Text
HOW TO

Create and send customer statements

Get paid faster by sending customers with outstanding balances or invoices a customer statement.

Need more help?

Get started icon

Getting started hub

All you need to start getting the most out of QuickBooks.

Help icon

Visit support site

Search thousands of help articles on our Support Site.

Search button icon

Use help button

Use the help button from any page within QuickBooks Online to search articles or connect with an expert.

Community icon

Ask the community

Get help and links to useful resources from other small businesses using QuickBooks.