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ant-clay99-gmail
Level 1

Can you edit invoices using quickbooks so they look professionsal?

How to edit the invoice so it looks professional and not from a tradesman?
2 Comments 2
GebelAlainaM
QuickBooks Team

Can you edit invoices using quickbooks so they look professionsal?

I got you, clay99. 

 

I'll be happy to guide you with some steps in customising your invoice to create personalised and professional-looking invoices.

 

In QBO, we have a "Standard" default template that represents all your forms. If you make any edits to this template, QuickBooks will apply them to all your forms. If you want to customise a specific form, create a new template for that form first. After you apply customisations to the new template, make it the default template to reflect the changes.

 

Here's how:

 

  1. Go to the COG wheel icon and then select Custom form styles.
  2. Click New style.
  3. Choose Invoice.
  4. Select the Design tab to customise the appearance of your form.
  5. On the Content tab, you can edit the information that appears on your forms.
  6. To personalise your email message, you can go to the Emails tab.
  7. Then, hit Done to save changes.

 

To set the newly created custom template as the default:

 

  1. Click the COG wheel icon again and select Custom form styles.
  2. Find the template.
  3. Select the dropdown arrow in the Action column.
  4. Then hit Make default.

 

However, if you have already created an invoice and you'll want to apply the customise template, refer to the steps below.

 

  1. Open an existing one.
  2. Click Customise in the footer.
  3. Then, select a custom template from the list.

 

For more details about managing sales forms in QuickBooks, refer to this article: Customise invoices, quotes, and sales receipts in QuickBooks Online.

 

I'll be including these articles as well for future reference in managing your invoice and receiving payments in QuickBooks:

 

 

Keep us posted if you have clarification about customizing your invoice and other sales forms in QuickBooks. I'll be here to assist you always.

4Gal
Level 11

Can you edit invoices using quickbooks so they look professionsal?

@ant-clay99-gmail 

If you running a service company, you can use a proposal management app to integrate with QBO.