Creating Custom Invoice

You can create a customized invoice template with a different logo, NetworkGuy. I'm here to guide you through the process.

To create a custom invoice in QuickBooks Online (QBO) without altering your standard invoice, follow these steps:

1. Go to the Gear icon at the top and select Custom form styles.
2. Click on New style and choose Invoice.
3. In the Design tab, name your template and select Make logo edits.
4. To change the logo, click the + on the image and select the logo you want to use.
5. Click Save.

Next, navigate to the Email tab to modify the email that your customers receive with each invoice, and then click Done. Please note that altering the email message will affect the email message across all templates.

If you wan to personalize the details on your invoice, you can check out this article and go to Step 3: Customize the info on your forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Once everything is set, when creating a new invoice, select the custom template from the Customization dropdown menu, then Design to ensure the new logo and email settings are applied.

If you need assistance recording invoice payments, I have a helpful resource for you: Record invoice payments in QuickBooks Online. It’s easy to follow, so feel free to check it out anytime.

In addition, we have a team of experts who can offer personal guidance on linking your accounts, automating tasks, and teaching the best bookkeeping practices to increase your efficiency. Check out QuickBooks Live Expert Assisted for more details.

Your business deserves the best, and we're dedicated to ensuring your invoicing experience is smooth and hassle-free. Reach out anytime, and let’s keep your business moving forward together!

@MirriamM I appreciate the reply, but that only works for the logo.

If I change any of the information in the CONTENT section, it changes it in ALL templates. I want to use different:

• Business Name
• Email,
• Phone, 
• Website,
• etc.

I know I can uncheck them and remove them, but then how do I add new text in the Header section?

John

Maybe a better way to ask my question is how can I create an invoice that looks nothing list the default that I would send to only certain customers for specific products?

Thanks,

John

Thank you for getting back to us, John! 

You can select the template you've previously made when creating an Invoice for your specific customer. I'm here to walk you through the process. But before proceeding, ensure that the template you want for your specific customer has already been updated.
 

To select the template, here's how:

1. Click + New.
2. Under Customers, choose Invoice.
3. Click the Manage (Gear Icon), then click the drop-down menu in the Design tab.
4. Select the template to make an invoice for the specific customer.
5. Once done, hit Review and Send.

For more detailed information, you can check this article regarding how to create invoice: Create invoices in QuickBooks Online.

Also, adding a text in the Header part of the invoice is currently unavailable. As a workaround, you can create and edit custom fields in QuickBooks Online.

After the customer pays the invoice, you can now record payments in QuickBooks Online to link it with the Invoice, ensuring your account is balanced. 

Additionally, I wanted to share a great solution for managing your accounting processes more efficiently. Consider trying out our QuickBooks Live Bookkeeping Assisted service. It’s designed to ensure your financial records are always accurate and up to date, taking the stress off your shoulders. You can save precious time and focus more on growing your business because you’ll have a team of experts handling the bookkeeping for you. 

If you still have questions regarding your Invoices, feel free to reply to this post. I'll be around to help you out!

Custom Fields are only available in the Advanced version. 🥺

If I have read everything correctly, there are no options to create a custom form. 

• Changes to information in the heading impacts all forms
• You can not add custom text or messages to Header or Table
• Changing the message in the footer impacts all forms

I am having trouble believing that there is no way to create use multiple custom invoices.

Are the any apps in the QBO store that provide this capability?

John

I know how essential it is for your business to update its name and logo on each invoice template, John. For the app you're seeking, you can explore our QuickBooks Online (QBO) Marketplace, as we don't recommend a specific third-party application. I’d be happy to provide the steps on how to visit our app marketplace and clarify you about creating a form style in QBO.

To visit our QuickBooks app store, refer to these steps:

1. Visit our QuickBooks app store.
2. Search for the app that can create a template in the search bar section.
3. Once you've found an app click the app.
4. Then, click Learn more. You'll be routed to the app's website.

Also, please note that the Custom Form Style feature is available across all QBO products. Furthermore, if you create a new template for a specific customer and provide invoice, it will automatically update once you've customized the new form.

Also, you can follow the steps in this article to customize sales forms according to your preferences: Customize invoices, estimates, and sales receipts in QBO.

Additionally, you can also run sales reports in QBO to gain information about the items you buy and sell, as well as the status of your inventory.

Please don't hesitate to click the Reply button below if you have more questions about customizing your sales forms. I'd be pleased to assist you again.