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klockeplumbingll
Level 1

Is there a way to customize the invoice template outside of the preset choices? I am wanting to move columns and make font bigger.

 
1 Comment 1
KhimG
QuickBooks Team

Is there a way to customize the invoice template outside of the preset choices? I am wanting to move columns and make font bigger.

A warm welcome from the Community space, @klockeplumbingll.


Yes, there is. You have the option to move the columns and make the font size bigger from the Custom Form Styles window in QuickBooks Online.


Aside from that, you can import your own template, modify the existing one, add a logo, and many more. I recommend checking out these articles for additional information: Import custom form styles for invoices or estimates and Add, customize, or remove logos on sales forms.


Follow the steps below to reorder the columns and increase the font size on your invoices:

  1. From the Gear icon, pick Custom Form Styles.
  2. Tap the New style arrow down and choose Invoice.
  3. In the Design tab, click Select a different font.
  4. Set your font type and pick 12pt (largest available font size).
  5. Right after, go to the Content tab and click the middle portion of the transaction preview.
  6. Drag the cube next to the column you wish to move. 
  7. Once finished, hit Done.

form style 1.PNGform style 2.PNGform style 3.PNGform style 4.PNG

 

Set this as your default template to use it in all of your future transactions. Here's how:

  1. In the Customer form styles window, look for the invoice template.
  2. Click the Edit arrow down under the Action column and choose Make default.

default.PNG

 

Refer to this article for the details: Customize your invoices, estimates, and sales receipts in QuickBooks Online.

 

Know that I'm only a couple of clicks away if you need anything else. Have a fantastic day!

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