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Hello there, @lyons-adrian-gma. I'm here to share insights on how the customization of the invoice feature works and provide other options to achieve your goal.
QuickBooks Online offers a custom forms feature that lets you personalize the look and layout of your invoices, estimates, and other forms. However, this feature has some limitations when it comes to advanced customization. While there are some flexible options available, they may not be sufficient to meet all design requirements or exactly match the layout of the original invoice.
If you need more extensive customization beyond the capabilities of the custom forms feature, you can use a third-party app or integration. Integrated applications are available to download through the QuickBooks App Store.
You can also search for the app within your QBO account. Follow these steps:
- On the left panel, click Apps.
- Go to the Find Apps tab.
- Use the search bar to look for an app.
Refer to this guide for detailed steps on customizing invoices, estimates, and sales receipts: Customise invoices, estimates, and sales receipts in QuickBooks Online.
For future reference, you can check this page to help record invoice payments to keep your records accurate.
Feel free to contact me anytime for further assistance with managing QuickBooks invoices. Take care!