Invoice customization is lacking and outdated

Hello, Anonyme.

I appreciate sharing your ideas on how to improve the customization options for emailed invoices. I'll share some details with you regarding the current options, and help you ensure your feedback is sent to the appropriate department. 

You can still change the logo size, remove the company name and use the custom fields. If you haven't done it yet, you would just need to edit your invoice template and make the changes. 

To change the logo size: 

1. Click the Gear icon, then select Custom form styles. 
2. Find your template, then click on Edit. 
3. Go to the Design tab, then expand the Make logo edits section.
4. Set it to small, medium or large. 
5. Select your preferred placement.
6. Click Save. 

To remove the company name:

1. Go to the Content tab.
2. On the preview image, click the first section.
3. Uncheck the Business name box.
4. Hit Save. 

To use custom fields: 

1. Go to the Gear icon menu again.
2. Select Custom fields. 
3. Click the Add custom field  or Add field button.
4. Set a name for the custom field.
5. Check the All Sales forms box, and if necessary, toggle the Print on form option to On.
6. Once done, click Save. 

Your custom field will show up on your sales forms. If you toggled the Print on form option, your customer will see it. Otherwise, they will only appear when you create a transaction. 

If the current options don't quite fit with your needs, I would recommend sending feedback directly to our developers.

You can submit your ideas on how you want to change the logo size, the option to remove QuickBooks branding, add an HTML signature and more custom fields. 

They'll review your invoice customization ideas, and they might consider adding them in the future. Simply click on the Gear icon, then select Feedback. 

You can also check these articles if you need more details about customizing your forms: 

• Add, customise, or remove logos on sales forms
• Customise invoices, estimates, and sales receipts in QuickBooks Online
• How to add custom fields to sales forms and purchase orders

Need help in pulling up reports to see your financial data? Check out this article for a guide: Run reports in QuickBooks Online.

If you have any other ideas to share, I'll hear you out. Do you need help with something else in QuickBooks? Please let me know and I'll be glad to help. 

@Anonyme 

Consider having a free invoicing app as a workaround and integrate it with your QBO.

Sorry I haven't explained myself correctly. I meant the email template. My friend who have Quickbooks have a very professional email template whereas mine is terrible. How can I change that?

Hello there Anonyme,

I'm joining this thread to share some insights about this invoice customization concern.

QuickBooks Online uses the same template for all online invoices. If you want to change your invoice messages in the Company settings. Here's how:

1. Click on the Gear icon and choose Account and Settings.
2. Go to the Sales menu, then click on Messages.
3. There you can update the content of the email.
4. You can also go to the Online delivery section to update the email options of your invoices.

Visit us again if you have other questions or concerns about this topic. I'll be right here to help.

Well it seems there's a way to change the email template as I'm coming from my friend's house who recommended me Quickbooks Online and it's whats he's using. I told him if he was annoyed by the email template and he told me that it wasn't a problem for him. He showed it to me and his template is awesome. How do I switch to this template?

@Anonyme 

Looks like your friend is using the QBO CA version. Does he use QB Payments or a third party merchant service to integrate with QBO?

No, nothing but Quickbooks Online normal. How do I switch to Quickbooks Online CA?

You are in Singapore Community. Where is your company located? Are you using QBO Singapore version now?

No, I don't even know where is Singapore, WTF? You mean my QBO is in Singapore or the forum board we are actually in?

I answered this thread in the Singapore Community. You can see the flag in the top right corner of your screen to be sure. If you post in a community from the Help menu in your QBO account, it will route to the specific community your version belongs to.

Where is your company located? You have to make sure you are using the correct version.

This is so weird! I'm from Canada, can't believe this haha! I'll repost in my community. Thank you!

I just got quickbooks online (11/2022) and there is no custom form option.  Is this option only for certain quicken products?  Seems help may be for older accounts and cutom forms no longer offered in Labs.

Thanks for joining this thread, @JWM57. Let me provide some insights about custom form options.

Custom form styles are available for any QuickBooks Online versions. With different sample designs, you can import and then add your company info (such as the company logo) to highlight your brand. This feature helps reflect your brand identity into your sales forms with less effort and time.

You can design and import your custom form style in QuickBooks. To learn more about this, please check out this resource: Import custom form styles for invoices or estimates. It contains steps to map your template fields and fix errors when uploading them.

If you're using Quicken, I suggest going to their Community page or contacting their support for further guidance. 

Moreover, let me share these relevant articles you can utilize in the future to manage your invoices and other sales forms:

• Add custom transaction numbers to sales forms in QuickBooks Online
• Customise invoices, estimates, and sales receipts in QuickBooks Online

Fill me in if you have other questions about using the custom form styles. I'll be happy to help you always. Keep safe!

This is just such a basic feature of an accounting program. The invoicing logic and templates are soooo bad. Why can't your product team focus on this instead of adding more money-making features for the company? I only use QB because my accountant forces me to. Wish it was better...

Hi there, Evang007.

I appreciate you for sharing your ideas how to improve the customization options for your invoices. 

We recommend submitting product suggestions to our engineers about this one by following these steps:

1. Click the Gear icon at the top.
2. Choose Feedback.
3. Enter your comments or product suggestions.
4. Then select Next to submit feedback.

Your valuable feedback goes to our Product Development team to help improve your experience in QBO. You can track feature requests through the QuickBooks Online Feature Requests website.

I appreciate your input on this feature. As we assess this, I suggest you visit our QuickBooks Blog to stay updated with all the changes that are being made.

For more information, as well as how to configure your invoice further in QuickBooks, I recommend the following article: Customise invoices, estimates, and sales receipts in QuickBooks Online.

Drop me a comment below if you have any other questions. I'll be more than happy to help. Wishing you a good one.