create invoice with custom template in QB online

I'm glad to assist in managing your concern about customizing invoice templates in QuickBooks Online (QBO), @diane140.

When you create a customized template for your future invoice, you'll need to make it a default template for that specific type of form. 

Also, know that the display layout you'll see when creating the invoice is working as designed. The custom invoice you previously created will only display when you click the Print or preview at the bottom of the invoice or in a PDF when you print an invoice.

Here's how to set your Custom Invoice Template as default:

1. Navigate to the Gear icon.
2. Select Custom Form Styles
3. Locate the desired template and choose the drop-down arrow.
4. Click the Make Default option.
5. Then, you will notice the Form type change to show (default).

For more details, please refer to this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

I've also added the following article for future reference:

• Email or print multiple sales forms in QuickBooks Online
• Record invoice payments in QuickBooks Online

Please let me know by tapping the Reply button if you have clarification or additional information about managing your sales forms in QBO. I'll be around. Have a good one!

Thank you. That helped me get the template issues sorted out. I discovered my main issue was not being able to create additional columns at my license level. I can create 3 custom fields, but not columns. I found a workaround.

I appreciate your time.

You're welcome, diane140. 

It's our pleasure and top priority to assist and provide information that is relevant to our valued customers. If you have any questions about QuickBooks, you can always drop by and post your concerns. I’ll make sure to address that as soon as I can. 

Also, I added this article to your reference when checking the latest updates about the product: The QuickBooks Blog.

I'm wishing you have great new year and a prosperous business! 

You can set any custom style as default template for all invoices by opening an invoice and then go to the gear icon , then select custom form style and then select any custom template from drop down menu, and set it as default template for all invoice.

But you can't set different different templates for different different invoice, only 1 template will use in all invoices.

I referred to some of the links that you had included in this thread and, if I understand it correctly, I cannot created cusomized templates for my employees?  Here is the scenario: I have two designers who work independantly with different customers. So if designer A wants to send an estimate or invoice to a client she is working with, (historically because we were on desktop), the form was customized with her email/phone extenstion and when emailed fomr Quickbooks, defaulted to her email.  I have several employees that I need to customize their forms and cannot firgure out how to accomplish this.  Thank you.

Welcome to the Community, TBoone.
 

You can change which phone numbers and emails are displayed on sales forms by using customized templates.
 

Here's how to create a custom template:
 

1. Use your Gear () icon.
2. Go to Custom form styles.
3. Click the New style ▼ drop-down list.
4. Choose a type of form.
5. Access its Content tab.
6. From here, you can pick a location on your form to edit it. For example, its Header, Table, or Footer.
     • If you choose to enter the employee's information in its Header, you can specify a phone number and email address in your Phone and Email fields.
     • In the event you'd rather include their details in your form's Footer, you can enter it in its Message to customer on or Add footer text text boxes.
7. When you're finished customizing the form, select Done.
   
   

Once you've created your custom template(s), employees can choose which one they want to use from their Custom form styles screen.


 

Each customized template can also be renamed with an identifiable title. This may help employees to recognize which one they want to use.


 

Another option is to use custom fields. If you're using an Advanced subscription, the steps for doing so will be a bit different.
 

Please feel welcome to send a reply if there's any additional questions. Have a wonderful Thursday!

"Also, know that the display layout you'll see when creating the invoice is working as designed. The custom invoice you previously created will only display when you click the Print or preview at the bottom of the invoice or in a PDF when you print an invoice."

I find this totally idiotic. How are you supposed to work on a document that only displays correctly when you change it's format to a pdf? Or print it? Who thought this through? Here's an example, I want to add three columns.  A, B and C. Put the answer into D.  But wait, you can't see what is in B unless you convert the invoice into a pdf, or print it. Does this make my point clear??????