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joneslawnmowing
Level 1

How do I change the invoice template on app

 
1 Comment 1
ChristineJoieR
QuickBooks Team

How do I change the invoice template on app

Thank you for visiting us, Jones. I'm happy to provide you with a detailed guide for changing the invoice template in QuickBooks Online (QBO). 

 

Changing the invoice template is unavailable via QBO mobile application. However, you can alter templates by logging into a web browser. 

 

If you've already added an invoice template, you can change the style within the invoice section by clicking the Design under the Manage tab. See this screenshot below:

1.png

 

However, if you haven't added invoice templates, you can create a new one by navigating to the Gear icon and choosing the Custom Form Style.

2.png

 

You can also refer to this page for more guidance on customizing sales forms, refer to this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Additionally, have you tried splitting an estimate into multiple invoices in QuickBooks? Here's a link for more information: Setup and send progress invoices in QuickBooks Online.

 

Additionally, we have a knowledgeable team of experts ready to provide immediate support tailored to your business's unique needs. You may want to consider our QuickBooks Live Expert Assisted service to help you manage your customer transactions in QBO.

 

Please let us know if you need further assistance with the invoices or templates in QuickBooks. Our support team is available anytime..

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