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donnadphysio
Level 1

How do I get into template I created for invoice so that I can edit it?

how do I get into template I created for invoice so that I can edit it?
1 Comment 1
AnneMariee
QuickBooks Team

How do I get into template I created for invoice so that I can edit it?

It's my pleasure to assist you in locating your custom form styles so you can make changes to them, donnadphysio.

 

In QuickBooks Online, you have the option to create personalized templates for your sales forms. Let me show you how to access your custom form styles.

 

  1. Go to the gear icon at the top-right corner of the screen.
  2. Under Your company, select Custom form styles.Screenshot 2024-06-19 100903.png

     

  3. Locate the template you created for the invoice. Then, press Edit under the Action column.Screenshot 2024-06-19 101020.png

     

  4. Make the necessary changes.
  5. Click Done.

 

I'll also leave this article for more info on customizing your sales forms in QuickBooks: Customise invoices, quotes, and sales receipts in QuickBooks Online.

 

Once done invoicing your customers, here's a guide on recording their payments in QuickBooks: Record invoice payments in QuickBooks Online.

 

Let me know if you have other invoicing concerns in QuickBooks, donnadphysio. I'll be right here to help you out.