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BRBsales
Level 1

can i change how a pdf invoice opens in quickbooks online

 
1 Comment 1
Jovelyn_M
QuickBooks Team

can i change how a pdf invoice opens in quickbooks online

I’ll be glad to help you update how your PDF invoice opens, BRBsales.

 

Before we proceed, could you clarify the specific changes you’d like to make regarding how the invoice PDF opens? This will help me provide the most accurate advice.

 

If you’re referring to adjusting how the invoices appear as a PDF, you can customize the layout and details by using the Customize option in the invoice transaction.

 

Here’s how:

 

  1. Open the invoice transaction and select Customize.
  2. Click Edit Current.
  3. Make the necessary changes.
  4. Once done, click Preview PDF to check how your PDF looks.
  5. Hit Done.

 

Let me know if you’re referring to something else or need further assistance. My colleague and I are here to help you!

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