How do I customize or change my invoice template in QuickBooks Online?

On the invoice window there is a popup menu near the top where you can choose from the templates or edit the existing one. 

 It only gives me one template to choose from. Also if I try to edit it, it only lets me edit my logo. 

Thanks for visiting the QuickBooks Community, Micheal.

I want to ensure you’re able to select another invoice template and customize it seamlessly.

I have a few steps you can try to fix the issue. Let's make sure that your QuickBooks for Mac is updated to the latest release. This helps resolve any issues you encounter while using the software.

Here's how:

1. Go to QuickBooks.
2. Click Check for QuickBooks Updates.
3. Click Install and Relaunch.

When the update is complete QuickBooks Desktop for Mac will automatically open. To manually update the software, follow the steps outlined in this article and go directly to the Manual update section: QuickBooks Mac Desktop.

Let me know how it goes by leaving a comment below. I'll get back to make sure this is taken care of. Have a good one.

Could it be because I am using simple start? I tried what you said but it does not seem to be working. Thank you

Customizing your invoice template is available in all QBO versions, Micheal.

You can set up a new template and style it the way you want.

Here's how:

1. Click the Gear icon.
2. Under Your Company, click Custom Form Styles.
3. To create a new template, click the New style button in the upper right-hand corner.
4. Select Invoice.
5. Go to the Design tab to edit the template name, logo, color, font, and margins.
6. Go to the Content tab to customize the header, body, and footer of the invoice template.
7. Click Done when finished.

I've added screenshots too.

Please let me know if you have more questions on this.

It only shows one template and it will not let me click on new style.

 I have QuickBooks simple start. Do I need to upgrade? 

Hi there, @Micheal.

Thanks for getting back to us. Allow me to help provide some information about customizing invoice template in QuickBooks Online (QBO).

Any QuickBooks Online subscription can be able to customize invoice template. Right now, we have an ongoing issue where some users unable to select different Custom Form Styles when making invoices. Our engineers are already investigating the root cause of this unexpected hitch and working to implement a solution. 

While we're continuing to work on resolving this issue, I encourage you to reach out to our Customer Care Team to add your account to the list of affected users. This way, you'll be notified of any updates on the progress on the investigation via email. 

Here's how you can contact our phone support: 

1. Click this link: https://help.quickbooks.intuit.com/en_US/contact.
2. Select the version of QuickBooks, click Contact Us.
3. Type-in Customer Support on the search bar. 
4. And click Get the Phone number below. 

For additional reference, you can check this article on how to customize invoices, estimates, and sales receipts.

We appreciate your patience as we work through this. If there's anything else I can do for you, please let me know. I'll be around to help you out. 

Has this issue been resolved yet?  I'm having the same problem.

Hello MrsMeusy,

Thank you for joining this thread here in the Community. Allow me to step in and provide information about the invoice templates in QuickBooks Online.

I've checked here in the system and the issue regarding the templates when making invoices are still ongoing. I want to make sure you'll receive updates via Email concerning the progress.

That said, I recommend reaching out to one of our Support Specialists. You can provide them the investigation number INV-0466 to be able to add you on the list of affected users.

Here's how you can reach them:

1. Click the Help option.
2. Select Contact us.
3. Enter the necessary information.
4. Choose a way to connect.

For future reference in case you need the steps on how to reach Support, you can bookmark this article:

Contact the QuickBooks Online Customer Support team.

Please feel free to get in touch with me here for any additional assistance you need with the custom templates. The Community always has your back.

Love that it's been 4 months and this still hasn't been fixed for everyone. Nailing it! 

I appreciate you joining this thread and providing feedback, @VanguardAudioLabs.

The open investigation about being unable to select different Custom Form Styles when making invoices is now closed and resolved. Since you're still experiencing the issue, I recommend reaching out to our phone agents.

They can run the screen sharing tool to conduct further investigation on your company file. Open the link below to get their contact details.

Contact the QuickBooks Online Customer Support team

Keep me posted on how the call went, @VanguardAudioLabs. I'm just a post away if there's anything else you need. Take care always.

I have done that.  There is no way for me to remove text saying "Please remit within 30 days to avoid late charges."  And I do not see how to add text if I start with a new template.

I can only edit my moving the text around, not by deleting or editing the existing text.  I have found no way to do that.

Thanks for joining us in this thread, Copakewillow.

Let's try using an incognito browser to determine the cause of this issue. I'm here to help get you back in business in no time.

It could be that a webpage is preventing you from editing and adding a text message on the invoice template. For further isolation, follow these steps:

• For Internet Explorer of Firefox, press Ctrl + Shift + P.
• For Chrome, press Ctrl + Shift + N.
• For Safari, hold down Command + Shift + N.

If you're able to add a message, clear the cache of your regular browser. This allows QuickBooks Online (QBO) to function more efficiently. 

Here's the link for your reference: Clear my browser cache and temporary Internet files.

That should do it. Please let me know how it goes. I'll be here to keep helping. Take care.

AAAAHHHHHHHH!!!!!!!!!

AAAA

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@IntuitBrooks wrote:

On the invoice window there is a popup menu near the top where you can choose from the templates or edit the existing one. 

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AARRHH!!

That is not correct. There is no pop up window on the Invoice window. There is only the general gear, and it does not allow template editing or selection of any sort.

Hi there, @PAWriter.

The previous post above refers to selecting an invoice template in QuickBooks Desktop (QBDT). 

In customizing an invoice template in QuickBooks Online (QBO), you'll want to go to the Gear icon from your Dashboard. Let me show you how.

1. Go to the Gear icon.
2. Select Custom Form Styles.
3. Click New style to add a new template or select Edit to edit a current template in your QBO.

Here's an article that you can use as reference: Customize invoices, estimates, and sales receipts in QuickBooks Online. This article provides detailed information on personalizing your invoice.

Let me know if there's anything else I can help you with. I'm more than happy to help you anytime. Have a great day!

Has this been addressed? I cannot use any of the invoice templates I've created. When I click + New then Invoice then Customize on the bottom, toggling between my templates does not change the invoice. 

I appreciate you for jumping into this thread, ECSG2017.

Let's resolve this issue with applying an invoice template in QuickBooks Desktop using the Rebuild Data tool. This tool is used to fix any possible data damage within your company file. Let me show you the steps on how to perform this below:

1. From the File menu.
2. Click on Utilities.
3. Select Rebuild Data/ Verify Data.
   

Leave me a reply below if there's anything I can assist you with. Have a nice day and take care!

Can you answer for QuickBooks Online? I realized in hindsight this thread is related to desktop 

Hello, @ECSG2017.

You can choose the invoice template before you create it.

Here's how:

1. Click the New Icon (+).
2. Choose Invoice.
3. From the bottom portion of the Create Invoice window, click the Customize link.
4. Select the invoice template you want to use. 
5. Enter the invoice details.
6. Click the Save and Close button. 

Keep us posted here if you have other questions about using your customized sales forms in QuickBooks. I'm always here to help.

So I followed the instructions but still not able to create a template. We own a Real Estate brokerage and have 50 agents. We bill them monthly for agent billing. I need to create a two different reoccurring invoice templates (based on what they get billed (different from agent to agent) that goes out at the first of every month to each agent. From what I am seeing, when I try to make the template reoccurring QBO forces me to add customer name. Seems to defeat the purpose of templates - OR am I just missing something?