Sending a customised invoice to your customers will give your business a more polished and professional look. QuickBooks online brings you 5 invoice templates to choose from within the software. There is also in QuickBooks Labs a .docx template that you can download, work on it outside of QuickBooks Online, add as many logos as you like, change the colour in some of the fonts in the header and more then import into your QuickBooks Online file. You can have as many templates that you wish either within the software templates or the .docx templates just remember to name them differently.
In our step by step guide we show you how easy it is to customise a Sales form. We look at customising an Invoice and walk you through to invoicing clients, setting up Recurring Invoices to be sent automatically from QuickBooks Online, where you can find your invoices once you have saved or sent to client, and where you can print up your delivery notes.
You can customise either an Invoice, Estimate or Sales Receipt. Click here for a step by step guide.