Thanks for the prompt reply, @accounts-2upc-co.
You can edit or create new custom form styles for your invoices. Though, customisation steps are slightly different for other editions of QuickBooks Online.
Here's how:
- Go to the Gear icon.
- Under the Your Company heading, choose Custom Form Styles.
- Select a sales form type you want to create a template for.
- Or click the Edit button to manage your custom templates.
For complete steps, see this article: Customise invoices, estimates, and sales receipts in QuickBooks Online.
Also, I'd suggest contacting the Square Support Team if there's a button that you need to turn on for your invoice template and make it a button. This way, you can easily integrate them with your invoice template in QuickBooks.
For the GoCardless payments, there are specific monthly payments if you subscribe to Standard, Plus, and Pro plans. For the complete details, you can visit this article: GoCardless for QuickBooks.
You can check out these articles for more details on how to manage invoices in QuickBooks:
You can always visit our QuickBooks Community page if you have questions. I will be here to help. Have a great day!
