Install

I'm here to help guide you be able to modify your invoice template, @DMcCarthy.

You'll just have to open the template (basic invoice template) and make the necessary customization from there.

Here's how:

1. On the QuickBooks homepage, click on the Lists menu.
2. Click on Templates.
3. Looks for the invoice template.
4. Right click on it and select Edit Template.
5. Make the desired changes under the Basic Customization page.
6. Click on Additional Customization if you wish to make an additional customization.
7. Click OK to save the changes.

If you wish to delete or add a new template:

1. Go to the Lists menu.
2. Select Templates.
3. Look for the template you wanted to delete.
4. Right click and select Delete Template. Click OK to confirm the deletion.
5. If you wish to add a new template, click on the drop-down arrow beside Templates, click on New.
6. Select Invoice under Select Template Type.
7. Click OK.

You can check this article for further details about using and customizing form templates: Use and customize form templates.

You can also check our self-help articles in case you have any other QuickBooks concerns in the future.

Stay posted if you have any other questions about modifying invoice template, I'm always here to help. Have a great day ahead!