Email and customise sales form

Learn how to customise, attach files, and email sales forms to your customer within QuickBooks Online.

Sales forms are invoices, sales receipts, statements, estimates, credit notes, and purchase orders you send to customers. Each form is different in style and feel. You can personalise this to match your business. Here’s how.

Send sales transaction to customer

QuickBooks send sales forms using the email “” It is set up this way so you’re updated on the status of the sent transaction. It tells you when the sales transaction form was viewed, sent, paid, etc.

  1. Create the transaction you want to send.
    Note: If you’ve already created the transaction, open it.
  2. Make sure the selected customer has an email address. If not, you can enter their email in the Customer Email field.
  3. You can also attach a file to your sales transaction. Select the Attachments field, then double-click the file you’d like to attach.
    Note: After the file is uploaded, select the Attach to email checkbox.
  4. Select Save and send.
Note: You can check these support articles if you plan to send multiple sales forms or send sales forms to multiple email addresses.

Customise sales form

You can customise any of your sales form using these steps

  1. Go to Settings ⚙ and select Account and Settings.
  2. Select Sales on the left menu.
  3. Select Edit ✎ on the category you want to customise.