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Thanks for posting here in the Community space, @LM9262. No worries. I'll help you customize your invoices inside QuickBooks Online (QBO).
You can customize your invoices in QBO to fit your business needs. To do this, you can go to Your Company and select Custom Form Styles to edit the font and choose a different template for the invoice number location. Below are the steps to help you get started with personalizing your invoices.
Modify Font
Modify invoice number's location
Moreover, you can see this article as a guide when recording and receiving invoice payments from your customers using QBO: Record invoice payments in QuickBooks Online.
Let me know if you have additional questions about handling invoices in QBO, especially in customizing them. I'm more than happy to assist. Take care!
Before I spend too much time modifying my invoice, I have to ask this. Are these invoices going to be considered "NEW" invoices? I've been alerted that the change over to the new format will soon be automatic and we won't have the option any longer to switch back to the "old". If I modify my invoice in here now, will it integrate with the new format? Will I lose the work I do today? They had already converted my system to the new format but I had a customer that insisted on their original invoice for A/P so I had to go back to the old style. The only complaint I have is the location of the Invoice # and the size of font.
Thank you for turning to the Community about your invoice concern, LM9262. Let me clarify things about modifying your invoice so you can go back to working order.
When you modify your invoices, any changes you make to the format, font, or location of the invoice number will be considered new. To ensure the new info appears in your format, update your template in the Custom form style.
Once you have made a template for a customer, you can apply it to their invoice. Do this by clicking on the Design tab and selecting the right template. Though it will show as a new layout when you send it to your customer it will be based on the template you've customized.
Also, customer transactions are reported to Accounts Receivable. Since you've mentioned Accounts Payable, could you clarify if you are referring to a bill? I'd be happy to assist you further if you could provide more details about it.
Here are some resources that may assist you moving forward. They offer insights into the new invoicing process. They cover personalizing sales forms and payment handling. Feel free to click on the links for more details:
I'll be around if you require assistance managing or customizing your invoices in QBO. Just tap the reply button. Stay safe!
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