How can I remove my home address and phone number from invoices and ensure they don’t appear on PDFs or payment emails?

Customizing the template in QuickBooks Online (QBO) to omit your home address and phone number from your invoice ensures that these contact details won't appear on the payment confirmation, Etchinheaven1. Let me guide you through the steps to remove them from the invoice payment confirmation.

To prevent your details from appearing on the PDF invoices you intend to email, you need to uncheck the business name and phone number in the content section of custom form styles. This will ensure that even if you update the company settings, your personal information will not be displayed. Here's how:

1. In the Gear icon, choose Custom form styles.
2. Click the New Style dropdown and select Invoice.
3. Under the Content tab, Click the first part of the invoice, where you can see the information details.
4. After you untick the home address and phone number box. It won't show on your invoice. Then click Done.

Once completed, preview the invoice by clicking the Manage gear icon, and selecting the new template you've created under the Design tab. A screenshot has been attached for your visual reference.

By following these steps, you should be able to remove the address from the invoice payment information during the preview.

Refer to this article to learn how to automatically or manually send reminders to customers for invoices that are due or about to be overdue: Send invoice reminders automatically or manually in QuickBooks Online.

Please feel free to comment below if you have any concerns about your invoice formats or QBO-related questions. I'm here to help.

Thank you for your detailed response and guidance. I really appreciate your support!
I wanted to let you know that I’ve actually followed these steps before reaching out, but unfortunately, I haven’t had any success. The "Custom form styles" option just doesn’t seem to appear under the Gear icon in my QuickBooks Online interface.
I’ve attached a screenshot so you can see what I’m working with. This has been quite frustrating, and I’d be so grateful if you could help me figure out what might be going wrong or guide me on what to try next.
Thank you again for your time and help, it means a lot! 

Thank you for following the troubleshooting steps provided by my colleague, @Etchinheaven1. I can explain why the Custom form styles feature is missing from the Gear icon in your QuickBooks account. Let’s dive into the details.

Based on your screenshot, you're using QuickBooks Solopreneur, which has a different interface from my colleague's and lacks the Custom form styles option. This version does not support invoice customization, such as removing your home address and phone number from invoices, PDFs, and payment emails.

You'll want to consider upgrading to other QuickBooks Online editions so you can customize invoices and other sales forms.

Additionally, you can check out this article for future reference in managing invoice payments: Record invoice payments.

Reach out again in this thread for any additional queries about managing your invoices or other QuickBooks concerns. I'm always here for you.

Thank you for explaining this! I appreciate the clarification about QuickBooks Solopreneur and its limitations on invoice customization. I’ll look into the upgrade options to see what works best for my needs. If there are any alternative solutions for hiding personal details without switching plans, I’d love to explore those as well. Thanks again for your help!

Thanks for following up with the Community, Etchinheaven1.

I'm happy to hear my colleagues were able to help with looking into removing your home address and phone number from invoices.

You'll also be able to find many detailed resources about using QuickBooks in our help article archives.

Please feel welcome to send a reply here, or create a new thread if there's ever any questions. The Community's always here to help. Have an awesome Monday!