How do I change the margins on the invoice layout? I want the form to print lower on the paper

Hi there, @pete16.

I'd be happy to help you change the page margins of your invoice layout. You can make the invoice print it lower on the paper by resetting the margins. Let me guide you how: 

1. At the top menu, go the Gear icon and select Custom Form Styles.
2. Locate the invoice template you’d like to modify then click Edit.
3. Go to the Design tab.
4. Scroll down and click on Edit print settings.
5. Adjust the Page margins. 
6. Hit Done to save the changes. 

Once done, you can click on Preview PDF button after your changes to see how it would look like on the actual invoice. If not, you can go back to the settings and make manual adjustments.

Additionally, you can use the following link to set up printing alignment for your invoice and other sales forms: Print sales forms.

For additional information on how to change the look of your invoices, like how to set one of your other custom templates as the default and personalize your email message, refer to this article: Customize your invoices, estimates, and sales receipts in QuickBooks Online.

Please know that I'm just a post away if there is anything else you need about QuickBooks Online. I'd be happy to help.

I can only choose a value greater than 0.5" from the top for the page margin. BUT if I choose fit to window envelope (which does not fit an envelope) it works with a super tiny spacing from the top. Unfortunately this setting gives not enough space from the top.

Why can't I choose for example 0.2"/0.3" and make it fit to the envelopes? 

The top margin in sales form should be between 0.5" and 3.2", @JD93.

The option to adjust this to 0.2" or 0.3" is currently unavailable. Also, the Fit printed form with paystub in window envelope option is a predefined setting that will disable the ability to change the page margins. For more info, you may open this article: Print forms for window envelopes. 

You'll want to send a product suggestion by clicking the Gear icon and then Feedback. We'd love to hear your idea since many of our updates come from customer suggestions.

For additional details about personalizing the appearance and layout of your sales forms you may visit this article: Customize invoices, estimates, and sales receipts in QuickBooks Online. This also includes steps on editing your email message, turn on online payments for invoices, edit custom templates, etc. 

To learn more about the latest product updates in QuickBooks Online, see our QuickBooks Blog. Today QBO has a newly added menu called Insurance. This offers the following: 

• Customized coverage, that is designed for a specific industry.
• Quick setup, it only takes a few minutes and you also have the option to talk to an insurance expert.
• Conserve your cash, with policies designed specifically for small businesses, including some with a monthly payment option. 

Please let me know if I can be of additional assistance or should you have any follow-up questions about changing your sales form margins. I’ll be here to help. Have a good one. 

What Gear icon?

Hello, Disatisfied.

The Gear icon is for the QuickBooks Online version. If you're using that platform, it's located at the top-right corner of the screen. After locating it, follow the steps provided by MaryGraceS in setting up your printing preferences. 

If you're using the Desktop version instead, you can set up the print settings in the File menu. I'd be happy to share the steps with you on how to set it up: 

1. Click the File menu, then select Printer Setup.
2. Set the Form Name to Invoice. 
3. Click the Align button.
4. Select the template, then fine tune your alignment settings.
5. Once done, click OK.
6. Set up other printing settings if needed.
7. Click OK afterwards. 

If you need more help setting up your printing settings, you can check this article for a reference: Align forms for continuous-feed (dot matrix) printers.

Need help creating your invoices in the Desktop platform? This article can help you out: Create an invoice in QuickBooks Desktop. 

I'd be more than glad to help you out again if you have questions in QuickBooks Online or in the Desktop version. Visit this thread or create another one for your concerns. 

I'm using QBO Essentials. I don't have a "Custom Forms Style". How do I change the margins on the invoice layout?

Hello, Neighborhood.

I have just the steps to help you get the Custom Forms Style option back in your QuickBooks Online menu. 

It looks like you're using the new layout for the sales form in your QuickBooks Online company. The new layout doesn't use the styles from the Custom Form Styles menu, so this option is removed. 

To get the option back, you'll want to switch to the old layout. Here's how to do it: 

1. Click the + New button, then select Invoice.
2. On the invoice screen, click the Old layout button (located on the top right part of the page).
3. On the confirmation popup, click Leave. 
4. Proceed with the prompts to switch to the old layout. 

After switching, the Custom Forms Style option will reappear on the Gear icon menu. 

I'll also add this article in case you need help customizing your invoices: Customize invoices, estimates, and sales receipts in QuickBooks Online. 

In case you need to send statements to your customers for their outstanding balances, you can check this article for a guide: Create and send customer statements in QuickBooks Online. 

You're more than welcome to visit here again if you have other questions about customizing your sales forms. If you have concerns about your data or other entries, let me know in your reply and I'll help you out. 

There is no old layout option

Thanks for chiming in on this thread, userid6969. I've got the details about the old invoicing layout in QuickBooks Online (QBO).

On May 6th, 2024, Intuit updated the invoicing layout based on customer feedback to enhance efficiency and meet business needs. This new design simplifies job acquisition and payment processes. As a result, the option to revert to the old layout is unavailable.

However, you can change the page margins of your invoice layout by utilizing the Custom form styles option. I'll outline the steps below.

Here's how:

1. From the Gear icon, select Custom form styles.
2. Click on the New style option and choose Invoice.
3. Access the Design and Content tabs to customize your form.
4. Click Done.

Moreover, you have the option to make your invoice template default by following these steps:

1. Go back to the Gear icon.
2. Click Custom form styles.
3. Choose your template and hit the dropdown arrow beside the Edit option.
4. Press Make default.

In addition, you can learn more about this feature and the newest product innovations from QuickBooks through these resources:

• New estimates and invoices in QBO
• Browse the QuickBooks Blog

Finally, when your customer pays you, you can receive and track invoice payments to ensure your sales transactions are recorded accurately.

Proper invoice management helps you keep accurate records and improves cash flow. Please let us know if you require assistance with the new layout or have concerns using the program. We're just one post away.