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useralifromgali
Level 1

We have 2 different invoice templates - when I make an invoice, I need to edit the phone number/ email to match the correct business. what can I do so they stay put?

 
1 Comment 1
JamesM
QuickBooks Team

We have 2 different invoice templates - when I make an invoice, I need to edit the phone number/ email to match the correct business. what can I do so they stay put?

Hi useralifromgali,

 

Being able to customize invoices allows you to add your personal touch which makes your invoices stand out. QuickBooks is a great program for customizing invoices as it give you endless possibilities. I'll be happy to give you a hand with managing your invoices. 

 

Based on what you've described, if you'd like the edit the content on your invoices, follow the steps below:

  1. Select the Gear icon
  2. Select Custom Form Styles
  3. Select Edit on the right of the invoice template
  4. Click on the Content tab
  5. From the Content tab, you can click on the part of the invoice you'd like to edit
  6. Select Done

It's important to note that these edits will appear on new invoices and they'll remain there until you change them again. If you're not seeing these changes on existing invoices, I recommend recreating the invoice. Here's a community article with more details on how to customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Give this a try and let me know how you make out. I'll be on standby in case you need anything else. :)

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