Learn how to make quick changes to invoice templates while you're on the go.
Want to make quick updates to your invoice template? You can customise it right from the mobile app. There are fewer options than what's available online. But you can still change things like your logo and default message.
If you want to customise other sales forms, like sales receipts or expenses, use QuickBooks Online on the web.
Customise your invoice template on the mobile app (iOS only)
Note: This option is not available on Android.
- Select Settings ⚙ and then Sales Forms.
- Select the Customise Invoice template.
- Follow the onscreen steps to change your company's default logo, colour, and footer message.
Change your sales form delivery method on mobile
While you can't customise estimates or sales receipts on the app, you can update how QuickBooks delivers all types of sales forms. Follow these steps for each type of transaction:
- Select Settings ⚙ and then Sales Forms.
- Select Default email message.
- Edit the subject, message, and PDF attachment option.
