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coolwrapz-optusn
Level 1

I don't have a customise invoice option in settings. Any ideas? Thanks

 
1 Comment 1
JamaicaA
QuickBooks Team

I don't have a customise invoice option in settings. Any ideas? Thanks

Hi, @coolwrapz-optusn.

 

Allow me to share some information about customizing invoices, as I want to ensure this is resolved for you. 

 

Only higher versions of QuickBooks Online, such as Essentials, Plus, and Advanced, have the ability to add columns to invoice templates. If you are using the simple start version, this feature isn't currently available.

 

To use the said feature, you'll need to increase your subscription: Upgrade or downgrade QuickBooks Online subscription

 

Here's how to add columns to your invoice template once you've obtained it:

 

1. Go to the Gear icon and select Account and Settings.
2. Choose the Sales menu, then Sales form content.
3. In the Custom fields section, check the box.
4. Click Save and hit Done.

 

You can refer to this article to customize your invoice: Customize invoices, estimates, and receipts.

 

In addition, if you are using Essentials, Plus, and Advanced. We can perform these steps to refresh your system. This way, we can isolate the browser issue. 

 

1. Clear the browser's cache and cookies.
2. Use the incognito/private window mode.
3. Use other supported browsers. 

 

I'd like to know how you get on after trying the steps above. Simply reply to this post if you have any questions about managing invoices. We love to answer them for you.