Hi How do i customise and then begin using an invoice template? Also, how do i add extra columns to an invoice template? Thanks Rachel

I'll help you customise your invoice template, rachel.

In QuickBooks Online, we can personalise and add specific info to your sales forms. I'll gladly show you how:

1. Go to the Gear icon and then select Custom form styles.
   
   
2. Click New style and then select Invoice.
3. On the Design tab, you can start customising your layout.
4. Go to the Content tab to personalise the details of the forms.
5. On the Emails tab, you can make things personal by changing the message customers see when they get the invoice.
6. After that, click Done.
   
   

QuickBooks uses your default template each time you make a new invoice. You can select a specific template for specific transactions directly from the form. Here's how:

1. Create or open an existing invoice.
2. Select Customise in the footer.
3. Select a custom template from the list.
   
   

If you want to make the template the default, please see Steps 6 in this article: Customise Invoices, Estimates, and Sales Receipts.

As for adding an extra column to the template, QuickBooks Online only allows us to add Date, Product/Service, Desciption, Quantity, Rate, Amount, and SKU. For visual reference, I've added a screenshot below.

If you want to add other columns, I recommend sending a feature request directly to our Product Development team. Doing so helps us improve your experience and the features of the program. 

Here's how:

1. Go to the Gear menu and then select Feedback.
2. Type in your feature request in the description box.
3. Once done, click on Next.

Additionally, I've added an article that'll help you gently remind customers about invoice due dates: Send Invoice Reminders Automatically or Manually in QuickBooks Online.

Please keep us posted if you need additional assistance personalising your sales forms. We're always here to help you out.