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jennifer7
Level 1

Is there a QuickBooks Online invoice template that already includes a remittance design?

 
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PreciousB
Moderator

Is there a QuickBooks Online invoice template that already includes a remittance design?

Welcome to the Community, jennifer7.

 

I'm here to share some details about the built-in templates in QuickBooks Online. While the invoice in QuickBooks Online doesn't include a remittance design, you can import your own custom template.

 

The Import style feature allows you to create sales forms that match your brand's style. You can personalize them to suit your needs.

 

When creating the template, indicate the text that you want QBO to map data. Simply mark it with by using the opening and closing angle brackets.


Please refer to the How to import custom invoices article for the detailed steps. The How to create a Custom Form Styles in QuickBooks article will also you additional information.


After importing the template, you can start sending invoices using the remittance design. To switch to the custom template and vice versa, click on the Customize button and choose the template you want to use.

 

There you have it. Let me know if you have successfully imported a custom template or if you need anything else. Have a great week.

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