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Level 2

Customize Invoice

Hi everyone,

 

I just want to ask how I can customize our invoice in QB online. I have attached a screenshot of my concern.

And, if it's possible to take the instructions on how to pay us and have them not be all squished up into the payment area, but brought down into the big empty space below it.

 

I hope someone can give me light into this.

 

Thank you!

Solved
Best answer March 04, 2019

Best Answers
Highlighted
Intuit

Customize Invoice

Hello,

 

If you're using QuickBooks Online and this is an invoice template imported from MS Word, then you need to adjust the text box in MS Word and re-save and re-import it into QuickBooks Online.

View solution in original post

3 Comments
Highlighted
Intuit

Customize Invoice

Hello,

 

If you're using QuickBooks Online and this is an invoice template imported from MS Word, then you need to adjust the text box in MS Word and re-save and re-import it into QuickBooks Online.

View solution in original post

Highlighted
Level 1

Customize Invoice

I have a question in this situation. I raise invoices each month at the begining but we need to customize in the Notes section like this "Tech services for the month/date/year to nextmonth/date/year" automatically for example Tech services from 03/10/2020 to 04/09/2020

 

How can i do this in QB invoices?

Highlighted
QuickBooks Team

Customize Invoice

Hi there, michael24012020.

 

As of now the auto-fill for notes is unavailable in QuickBooks Online (QBO). Although, you can  set up and create a recurring transaction template for your invoice. I'll show you how to do that.

 

  1. In your QBO company, go to the Gear icon and select the Recurring Transactions.
  2. Select the New button, choose the Transaction type then hit OK.
  3. In the Recurring invoice transaction page, enter the Template name.
  4. For the Type, you can enter it as Scheduled so that it will automatically send invoice to your customer.
  5. Choose the customer you wish to receive this transaction.
  6. Enter the necessary details and make sure you set up the the Start date and occurrence correctly.
  7. Verify the details and hit Save template.

 

Here's how the transaction looks like.

 

 

For more information about the recurring transactions, you an check this article: How to create a recurring invoice and manage recurring transactions.

 

Also, in the future, you can always change the status of your transaction by going back to the Gear icon then select Recurring Transactions. After that click the drop-down icon beside the Edit tab. Here's a screenshot for your reference.

 

 

Let me know if there are some thing that you need us to help. We're always here back you up.

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