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thomas-stanley-allen
Level 1

My invoice template has my bank details on the bottom of the page as a header. Since the last app this has disappeared, how do I get it back?

 
1 REPLY 1
EvethC
QuickBooks Team

My invoice template has my bank details on the bottom of the page as a header. Since the last app this has disappeared, how do I get it back?

You can sign in to your account using a desktop browser to update your invoice template, which includes bank details in the footer, Thomas.

 

To bring back the template you previously used, ensure to select the customized invoice template you had before the update. Click the Edit dropdown menu and choose Make default.

 

Here’s how to do it step by step:

 

  1. Go to the Gear icon.
  2. Under YOUR COMPANY, choose Custom form styles.
  3. Locate the invoice with the bank details.
  4. Click the Edit dropdown ang select Make default.

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For more information on personalizing your invoices in QuickBooks Online, refer to this article: Customise invoices, estimates, and sales receipts in QuickBooks. It will help you choose what your customers see and hide irrelevant information.

 

Furthermore, you can refer to this article for guidance on tracking and receiving an invoice payment through your mobile device: Manage invoices and payments with the QuickBooks mobile app

 

Count on us to support your business growth and manage your sales forms. If you have any questions or need further assistance, reply to this thread or create a new one.

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