I created new style template for invoice, with new fields to be entered and removed existing fields that I do not need. However, when I started creating new invoice, I could not find how I can enter these new fields I created, I see the invoice creation is the same whether using standard QB template or customized template! can somebody help me how I can enter the new fields I created for new style template. Thanks
Thank you for posting here on the Community page, @SaidZ.
When customizing/modifying your template, please ensure to put a check-mark on the filed you want to show when creating invoice/s so the field will reflect and you can enter information on the Invoice page. I'm here to help guide you on how.
To add the field to your invoice template:
Once completed, you can now use/enter information on the field added.
For further details, you may check this article: How to customize invoices, estimates, and sales receipts.
In addition, you may also check our help articles for your future reference: Help articles for QBO.
Please let me know if you have any other questions about customizing template in QBO. I'll be always here to help you.
Hi there, SaidZ.
The option to edit an imported template in the Custom form styles page is unavailable. However, you can create a new template style in QuickBooks Online (QBO).
For more details about customizing form template, you may check this article: How to customize invoices, estimates, and sales receipts.
You can also use a DOCX format from Word to import your favorite form styles into QBO. Just follow the steps and details in this article: Import custom form styles for invoices or estimates.
Please reply to this thread if you have more questions. I'd be glad to help.