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J
johnny16
October 6, 2022
Question

Invoice Templates

  • October 6, 2022
  • 3 replies
  • 25 views

I had a contractor send me a QBO invoice template, and it's a much cleaner template than the options I have. Does anyone know what template this is (attached), and why I don't have the option? The main thing I would like to have are the dividing lines between items. 

3 replies

MichelleBh
MichelleBh
Level 8
October 6, 2022

You can use the Airy new invoice template to achieve your task, @johnny16. Happy to help you with the entire procedure so you may have this type of template.

 

We need to customize the Airy new template so other fields will eliminate. If you use the old invoice version, complete the following steps:

 

  1. Go to the Gear icon and choose Custom form styles. 
  2. In the New Style drop-down, select Invoice. 
  3. Click Change up the template on the Design page and pick Airy new. 
  4. Go to the Content field and hit the Edit icon in the first box. 
  5. Check the Form names, Form numbers, Use custom transactions number (optional), Terms, and Due date box. 
  6. Click the second box, then tick the Date, Product/Service, Include description, Category, and Amount. 
  7. Press Done. 

 

Follow the steps in this article if you use the new version: Customize invoices, estimates, and sales receipts in QuickBooks Online. 

 

After that, let's make a sample invoice to see how the template looks when printed or saved. Follow the steps below: 

 

  1. Go to the New tab and select Invoice. 
  2. Complete the necessary details in the form. 
  3. You can manually enter the service date in the description field. 
  4. Click the Customize button and pick the template you previously created. 
  5. Hit Print or Preview. 

 

If you want to use this template for all your customers, I'd recommend setting this as default. For complete instructions, check out the article I provided above. 

 

Moreover, visit these articles below to learn how to add custom fields and to pay your customers or contractors directly by credit card or ACH transfer in QuickBooks:

 

 

Keep on posting if you need more assistance in customizing your templates. I'll always be here to help you. Take care, and have a great day!

J
johnny16Author
October 6, 2022

Thanks for getting back to me @MichelleBh . That's nearly the exact layout I'm using for my current template, but I don't have the option to separate "products" by horizontal lines as shown in the PDF I attached on the original post.  Following your link for "new" vs "old" invoicing, I see that "new invoicing" doesn't work with progress invoicing, which I currently use. Does "new invoicing" have the ability to separate items with horizontal lines, but I'm stuck with "old invoicing" because I use progress billing? Do you know when new invoicing will have the ability to use progress billing if that's the issue?

G
Giovann_GModerator
Moderator
October 7, 2022

Hello, johnny16.

 

I'll share additional information about the new and old invoicing templates in QuickBooks Online.

 

The new invoicing template uses horizontal lines to divide the items. That's the template your contactor is employing. However, progress invoicing, which enables you to generate multiple invoices from a single estimate, isn't yet supported by the new invoicing template.

 

Since the new invoicing template is still being developed, we're unable to give the exact time frame for when progress invoicing will be available. Our engineers are constantly working to make our product better. 

 

In the meantime, I recommend keeping to the old layout if you want to use the progress invoicing feature. This ensures you can still create multiple invoices in a single estimate.

 

I've also included the following article to help you record payments from your customers for future reference: Record invoice payments in QuickBooks Online.

 

If you need anything else in QuickBooks, let us know. We're always available to help you.

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