Can I style the PDF template used for statements? I'd like this to look more like the invoices that I send out (in terms of colors etc).

Katja QS · ‎June 04, 2020

FritzF · ‎June 05, 2020

Thanks for getting back to us, @Katja QS.

In QuickBooks Online (QBO), the statement format is based on the Standard (Master) template. You can use it to edit the statement to your preferred setting.

Here's how to do it:

In QBO, go to the Gear icon at the top right to get to the Custom Form Styles.
Locate the Standard (Master) template, then tick Edit under Action column.
Make the necessary changes.
Hit Done to complete the process.

For more information, consider checking out this article and proceed to the FAQ drop-down: Add, customise, or remove logos on sales forms.

Just in case, I'll add this article for future reference: Customise invoices, estimates, and sales receipts in QuickBooks Online.

Reach out to me in the comment section below if you have any other concerns or questions. I'm more than happy to answer them. Have a good one!

View solution in original post

Ashleigh1 · ‎June 04, 2020

Hello Katja QS,

Welcome to the Community page,

There is no way to style the template that is used for statements. It should look similar to the one you use for invoices. The top half of the invoice layout should be similar in the statement print/preview.

Is yours showing completely different?

Katja QS · ‎June 05, 2020

The statement does show my company logo and email, but the color used for headings is different to what I have set up on my invoice template, and the layout of the statement is quite different from the "Airy New" theme I have chosen for invoices.

If I could at least get the color on the statement to match what is used on invoices, this would be a great improvement.

FritzF · ‎June 05, 2020

Thanks for getting back to us, @Katja QS.

In QuickBooks Online (QBO), the statement format is based on the Standard (Master) template. You can use it to edit the statement to your preferred setting.

Here's how to do it:

In QBO, go to the Gear icon at the top right to get to the Custom Form Styles.
Locate the Standard (Master) template, then tick Edit under Action column.
Make the necessary changes.
Hit Done to complete the process.

For more information, consider checking out this article and proceed to the FAQ drop-down: Add, customise, or remove logos on sales forms.

Just in case, I'll add this article for future reference: Customise invoices, estimates, and sales receipts in QuickBooks Online.

Reach out to me in the comment section below if you have any other concerns or questions. I'm more than happy to answer them. Have a good one!

Katja QS · ‎June 05, 2020

Thank you, this has at least allowed me to set the correct colour.

It would be great if the statement still looked a bit more like the "Airy New" theme selected, but this is an improvement, thanks.

Becky29 · ‎June 05, 2020

Great, Pleased you have managed to add the colour Katja, Any further queries please do not hesitate to reach out. Thanks ☺️

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Can I style the PDF template used for statements? I'd like this to look more like the invoices that I send out (in terms of colors etc).