Customise invoices, quotes, and sales receipts in QuickBooks Online

1. Go to Sales, then select Invoices (Take me there).
2. Select Create invoice to create a new invoice. Or, to edit an existing one, find the invoice from the list and select View/Edit from the dropdown ▼ under the Action column.
3. To update your company info, select Edit company on the form. Make changes as needed, and then select Save. 
4. To edit your company logo, select the logo on the form. Then select an image from your computer, and select Open to update the logo. 
5. To add or remove fields, change the colour scheme, or turn on payments on invoices, select Manage ⚙, if not selected already.
6. Select the dropdown ▼ for each section to see customisation options. 
7. Choose what info displays on your form by turning the switches on or off. The form preview updates as you make changes.
8. Select Payment options or Discounts and Fees to customise payment options, or turn them off.
   Note: Payment processing is an add-on service.
9. Optionally, in case of invoices, select Automation to set up a Recurring invoice.
   Note: This option takes you to the recurring invoice form.
10. When you're finished customising, select Save.

1. Go to Sales, then select Invoices (Take me there).
2. Select a customer, then select Quote from the New transaction dropdown ▼ to create a new quote. Or, to edit an existing one, find a quote from the list and select View/Edit from the dropdown ▼ under the Action column.
3. To update your company info, select Edit company on the form. Make changes as needed, and then select Save. 
4. To edit your company logo, select the logo on the form. Then select an image from your computer, and select Open to update the logo. 
5. To add or remove fields, change the colour scheme, or turn on payments on invoices, select Manage ⚙, if not selected already.
6. Select the dropdown ▼ for each section to see customisation options. 
7. Choose what info displays on your form by turning the switches on or off. The form preview updates as you make changes.
8. Select Payment options or Discounts and Fees to customise payment options, or turn them off.
   Note: Payment processing is an add-on service.
9. When you're finished customising, select Save.

Create customised templates for your invoices, quotes, and sales receipts. You can also save multiple templates for each type, choose a default, or switch between them.

Important: The "Standard" default template represents all your forms. If you make any edits to this template, QuickBooks will apply them to all your forms. If you want to customise a specific form, create a new template for that form first. After you apply customisations to the new template, make it the default template to reflect the changes.

Step 1: Create a new template

1. Go to Settings ⚙ and then select Custom form styles.
2. Select New style.
3. Select the type of sales form you want to create a template for.

Step 2: Customise the appearance

Let's start with the layout. You'll see a preview of changes as you make them.

1. Select the Design tab.
2. Give your template a name.
3. Select Change up the template to choose a layout. These layouts are fixed. We recommend using the Airy new.
   Note: If you plan to use Stock Keeping Units (SKUs) or create progress invoices, you'll have to use the Airy new design.
4. Select Make logo edits to adjust or hide your logo.
   • To change the logo, select the (+) plus icon on the image. Select one of your saved logos or add a new one. Note: You can save multiple logos but you can only use one at a time.
   • To adjust the logo size and placement, select the size and placement icons.
   • To hide the logo, select Hide logo.
5. Select Try other colours to pick a colour scheme. You can enter a HEX code (the six-digit combination of numbers and letters for a colour) for a truly custom colour.
6. Select Select a different font to change the font and size.
7. Select Add your EFT details to enter payment details.
8. Select Edit print settings to adjust the margins. This is important if you send printed forms to your customers.

Step 3: Customise the info on your forms

There are several options for customising the details of your forms. We won't cover them all, but here’s how to get started and a few tips for each section:

1. Select the Content tab.
2. Select the header, table, or footer on the sample form to start editing that section. You’ll edit each section separately. 
3. Tick the boxes next to the fields you want to display on your form. Then select the next section (header, table, or footer) on the sample form to customise it.
4. Whenever you're ready to save your changes, select Done.

Learn more about some customisation options for the header, table, and footer:

Step 4: Personalise your email message

Make things personal by changing the message customers see when they get their quote, invoice, or sales receipt. If you want to use QuickBooks default messaging, you can skip this.

1. Select the Emails tab. 
2. Choose if you want to display full details or a summary by selecting Full details or Summarised details. 
3. If you’d like to attach a PDF with a full pricing breakdown, tick the PDF Attached box. 
4. Change the subject line, greeting, and message body by entering your customised text. Note: QuickBooks doesn't show shortened URLs when you send emails to customers.

Step 5: Select and use a template for invoices, sales receipts, or quotes

QuickBooks uses your default template each time you create a new invoice, sales receipt, or quote. You can select a specific template for specific transactions directly from the form:

1. Create a new invoice, sales receipt, or quote, or open an existing one.
2. Select Customise in the footer. Note: In case of an existing invoice, you may have to edit the invoice to see the Customise option.
3. Select a custom template from the list.

Step 6: Set a default custom template

QuickBooks uses the first custom template you create as your default for invoices, sales receipts, and quotes. To set another custom template as the default:

1. Go to Settings ⚙ and select Custom form styles.
2. Find your template.
3. Select the ▼ in the Action column.
4. Select Make default.

Step 7: Edit custom templates

To manage your custom templates:

1. Go to Settings ⚙ and select Custom form styles.
2. Find your custom or standard template.
3. Select Edit in the Action column.

Once you have created and saved your template, you can use it to create a new invoice. Here's how:

1. Select + New, then select Invoice.
2. Select Customise.
3. Select your new template, fill in the details in your invoice, then select Save.

In QuickBooks Simple Start, you can create multiple invoice templates. You can customise invoices, but not other types of sales forms. All the tools you need to customise invoices are on the form itself:

1. Create or open an invoice.
2. Select Settings ⚙ on the Invoice form.
3. On the Choose what you use panel, select Change what your customers see, and decide what company info you want customers to see. You can select company info from the Content section.
4. When you're done customising, select Done.

Customise the details

You can add fields or change the colour scheme on invoices. Here are just a few things you can do:

1. Create or open an invoice.
2. Select Settings ⚙ on the Invoice form. On the Choose what you use panel, select Change what your customers see to decide what company info you want your customers to see.
3. Select the Content section.
4. Under Forms, select the Form numbers.
5. Under Display, select or clear Terms, Shipping, or Due Date checkboxes to add or remove these fields in the form.
6. Select the Design section to change the colours, font, and logo.
   Tip: You can enter a hex code in the Colour field if you want a truly customised colour.
7. Select the Emails section. Personalise the message your customers see when they receive their invoice.

When you're done customising, select Done to close the customisation window. Then finish your invoice.