We're glad to have you here in the Community, Heatheratp. I'll provide the steps to customise your invoices and incorporate your company's information.
Customizing your sales form helps present a professional image to your clients and reinforces your brand identity. Let's work together on locating the Customise tab. I've added a screenshot below for visual reference.
- Select Customise.
- To customise the form you're currently working on, select Edit current. For a new template, select New style. Or, to customise an existing template, select the template name.
- Give your form template a name.
However, if you're already on the invoice tab but don't find this option. We can use another way of customizing invoices. I'll show you how.
- Go to the Gear icon.
- Select Custom form styles.
- Hit the New style drop-down and choose Invoice.
- Click the Design, Content, and Emails tab to customise.
- Once done, press Done to save customization.
Once you have a template set up according to your preferences, you can use it for all future invoices with minimal adjustments. Refer to this article for more detailed steps and tips: Customise invoices, estimates, and sales receipts in QuickBooks Online.
When you're ready to receive a customer's invoice payment, you may want to read this resource that will help you how to handle those: Record invoice payments in QuickBooks Online.
Keep us posted for updates or if you require additional assistance in customizing your invoices in QuickBooks Online. Have a wonderful day.