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Customising invoices

Hi Have a trail going of QuickBooks Self-Employed and cannot seem to find anyway to customise an invoice template. Help shows the following

Please follow the steps I've laid out below:

  1. Choose Customers at the top, then select Create Invoices.
  2. Click Customize to open Layout Designer (refer to the first screenshot).
  3. In the Layout Designer Fields window, rename the desired custom field to "Billing Time Period" (refer to the second screenshot).
  4. To remove the field, clear the check boxes next to the custom field name.
  5. Save the invoice template.

But I don't have any of those options?????? Is it because it's a trail?

Pam

Solved
Best answer 09-17-2019

Accepted Solutions
QuickBooks Team

Re: Customising invoices

Hey PamQuick,

 

It is not possible to amend the invoice template, the only options for customisation is to add a logo to the invoice by going to 'Edit work info' on the toolbar when creating the invoice.

 

Thanks :)

3 REPLIES 3
QuickBooks Team

Re: Customising invoices

Hey PamQuick,


Currently it is not possible to customise the invoice template in the UK version of QuickBooks Self-Employed; it is likely the steps above are for the US product. The trial version is not restricted and contains all of the features of the paid product.

 

Thanks

Not applicable

Re: Customising invoices

Hi Thanks for the quick response.

I can see no option to customise the one template displayed am I being thick?

Also cannot seem to get back to the basic invoice page after creating a template.

QuickBooks Team

Re: Customising invoices

Hey PamQuick,

 

It is not possible to amend the invoice template, the only options for customisation is to add a logo to the invoice by going to 'Edit work info' on the toolbar when creating the invoice.

 

Thanks :)