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vikasverma
Level 1

Please connect with us for updating our invoice

 
1 Comment 1
Rea_M
Moderator

Please connect with us for updating our invoice

I'm here to ensure you're able to update your invoice in QuickBooks Online (QBO), @vikasverma. This way, you can add the info that matters most to your business and effectively manage your sales transactions.

 

Based on your description of the issue above, it seems like you want to create attractive and professional-looking invoices. To do this, you'll have to perform the customisation process in your QBO account. Let me guide you how.

 

The first step is to create a new invoice template and design it. You'll have to complete the said activity in the Custom form styles page. For the detailed steps, here's how:

  1. Go to the Gear icon.
  2. Select Custom form styles.
  3. Click the New style button, then choose Invoice.
  4. Go to the Design tab, then give your template a name.
  5. Select Dive in with a template to choose a layout (Airy Classic is recommended).
  6. Click Add your unique logo or Make logo edits to upload a new logo.
  7. Select Splash on some colour to pick a colour scheme. 
  8. Choose Get choosy with your font to change the font and size.
  9. Click When in doubt, print it out to adjust the margins. 
  10. Whenever you're ready to save your changes, select Done.

 

I've attached screenshots below for your reference.

 

The next step is to customise the info on your invoice, personalise your email message, and apply the template to your invoice. For the step-by-step guide, kindly refer to this article's Step 3 to 5 sections: Customise invoices in QuickBooks Online. It also contains details about editing your custom template.

 

Additionally, your regular invoice will look different in the GST regime. In case you want to customise your invoice in QuickBooks to make it GST compliant, you can check out this article for the detailed steps: Customise invoice for GST. It provides information about enabling customer GSTIN and HSN/SAC column in the printed invoice.

 

I'm also adding this article to know the new GST tax invoicing rules for creating invoices in GST: What is a GST-ready invoice?. It includes the list of rules that your invoice must contain to comply with the GST rules.

 

In case you still want to get connected with one of our representatives to help you further in updating your invoice, you can visit the Help menu, then select the Contact Us button. From there, you'll have to follow the on-screen instructions to connect with our live support.

 

Please let me know if you have other concerns. I'm just around to help. Take care always.