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info2179
Level 1

Help me create an invoice with a very specific format

 
1 Comment 1
ChristineJoieR
QuickBooks Team

Help me create an invoice with a very specific format

Let’s work together to create an invoice with a specific format that suits your preferences.

 

To begin with, may I ask what specific format you’d like to generate for your invoice? This information will help me assist you more effectively.

 

In the meantime, we can personalize the invoice template that includes company logo placement, color, and font preferences for the header and footer specifications in the Custom Form Styles under the Gear icon.

 

Here's how:

 

1. Select an existing invoice or create a new one from the Custom Form Style list.

2. Next, choose your preferred formats on the Design to select a

3. On the Content tab, choose a predefined theme or start with a basic template and customize it.

4. Customize the email template that accompanies your invoice when sent in the Email section.

5. Lastly, click the Done button to save.

 

After that, set your newly created or customized template as the default invoice template in QuickBooks Online to ensure that it automatically applies to all new invoices you create. See the sample illustration below:

 

On top of that, you might want to check out this article to learn how to record customer invoice payments: Record invoice payments in QuickBooks Online.

 

If you have any further questions about editing your invoice template, feel free to ask in this thread.