It’s nice to see you in the Online Community, 110cookie.
I’ll be your guide, so you’re able to create different invoices.
Having a unique template style is one way to showcase your brand as a business owner. You can use the Custom Form Style feature to achieve this.
To customise:
- Go to the Gear icon at the top, then choose Custom Form Styles.
- Click on the drop-down for New style, the select Invoice.
- In the Design section, choose the template you want to use.
- From there, you can also add a logo, change the font style and size, add colours, etc.
- On the Content tab, enter your company address, add the form name, and display information.
- On the Emails tab, go to the Message to customer section and enter the message you want to send to your customer.
- Click on the Preview PDF tab to see the template.
- Click on Done.
You can follow the same steps to create the casual invoice. When creating a transaction, make sure to select the correct template you want to use.
Here's how:
- Go to Sales on the left panel, then select Invoice.
- Click on the New Invoice tab.
- Fill in the invoice details.
- Click on the Customise tab at the bottom of the page.
- Select the template you want to use.
- Click on Save.
Here’s an article that provides more details and a video tutorial about the steps: How to customise invoices, estimates, and sales receipts.
Let me know how this turns out or if you need further assistance with these steps by leaving me a comment. I'll jump right back in to help. Have a great weekend ahead.