Learn how to personalise your sales forms and add the info that matters most to your business. QuickBooks Online gives you the tools to create attractive, professional-looking invoices, estimates, and sales receipts. Custom sales forms are a simple and effective way to enhance your business' brand. You don’t need to be a designer to make eye-catching designs. And they let you control what info your customer sees. You can customise the appearance and layout of your sales forms. Once you create your masterpiece, save it as a custom template so you can use it at any time.
If you use QuickBooks Online Essentials or Plus
You can create separate templates for your invoices, estimates, and sales receipts. You can also have multiple templates for each form.
Step 1: Create a new template
- Go to Settings ⚙ and then select Custom Form Styles.
- Select New Style.
- Select the type of form you want to create.
Step 2: Design your template
You'll see a preview of your changes as you make them. Whenever you're ready to save your changes, select Done. To adjust the general layout and look of your template:
- Select the Design tab.
- Give your template a name.
- Select Dive in with a template to choose a layout. These layouts are fixed. We recommend the Airy Classic. If you want to add SKUs or create progress invoices, you need to use Airy Classic.
- Select Add your unique logo to upload a new logo.
- Select Splash on some colour to pick a colour scheme. You can also enter a hex code to use a truly custom colour.
- Select Get choosy with your font to change the font and size.
- Select When in doubt, print it out to adjust the margins. This is important if you send printed forms to your customers.
Step 3: Customise the info on your forms
Go to the Content tab to start customising the details. Forms have three sections: header, table, and footer. Select a section on the sample form to edit the fields. You'll edit each section separately. You can edit, add, or remove data fields on custom forms. You have many options. We won't cover them all, but here are a few highlights:
Step 4: Personalise your email message
Make things personal and change the message customers see when they get their invoice or sales receipt. If you want to use your default messaging, you can skip this. In the Custom Form Styles window, go to the Emails tab. You can change the subject line, greeting, and message body. You can even customise reminder emails.
Step 5: Apply a template to an invoice, sales receipt, or estimate
QuickBooks uses whatever you set as your default template each time you make a new invoice, sales receipt, or estimate. You can also select a specific template for specific transactions directly on the form:
- Create or open an existing invoice, sales receipt, or estimate.
- Select Customise in the footer.
- Select a custom template from the list.
Step 6: Edit custom templates
To manage your custom templates, select Settings ⚙ and then Custom Form Styles. QuickBooks creates a standard template based on the first custom template you create. It's your default for invoices, sales receipts, and estimates. To set one of your custom templates as the default:
- Find your template.
- Select the ▼ in the Action column.
- Select Make default.
To edit a custom template:
- In the Custom Form Styles window, find your custom or standard template.
- Select Edit in the Action column.
If you use QuickBooks Simple Start
All the tools you need to customise invoices are on the form itself. Note: In QuickBooks Simple Start, you can have one invoice template at a time. You can customise invoices, but not other types of sales forms.
- Create or open an invoice.
- Select Edit company and decide what company info you want your customer to see customers see.
- Select Save when you're done.
- Select Add logo to upload your logo.
- Select Settings to start customising the layout and appearance.
Customise your invoices
You can add fields, change the colour scheme, and enable payments directly on the invoice form. Here are just a few things you can do:
- Select the Invoice details section.
- Select the Terms, Ship to, Form numbers or Due Date switches to add or remove these fields from the form.
- Select the Invoice details section.
- Select the Add field switch to create a custom field. You can name the field whatever you'd like.
- Select the Look and Feel section to change the colours, font, and logo. Tip: You can enter a hex code in the Colour field if you want a truly customised colour.
- Select the Email section. Personalise the message your customers see when they receive their invoice.
When you're done customising, select Hide or Settings to close the customisation window. Then finish your invoice.