Invoice customization is lacking and outdated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.