Inquiry on Custom Invoice Template Design in QuickBooks

PankajZalera · ‎September 10, 2024

Dear Support Team,

I am looking to create and design a custom invoice template within Quickbooks. Specifically, I would like to achieve the following:

Custom Columns: I want to include the following columns in my invoice template:

#
Description
Qty
Rate
Charge
Amount

Customer Details: I would like to add detailed customer information directly onto the template.

Could you please advise on the best approach to achieve this? I would appreciate guidance on whether Quickbooks provides built-in customization options for templates or if it requires external tools or integrations.

Enclosed : PFA

Thank you for your assistance.

Best regards,

ErwinQ · ‎September 10, 2024

I'm here to assist you in achieving your goals about the setup of your invoice interface, Panka.

In order for you to achieve the invoice number, you'll need to enable the Custom transaction numbers.

Here's how:

1. Go to the Gear icon.

2. Choose Account and Settings.

3. Select Sales and enable Custom Transaction Number.

For your other concern, you'll need to create a template and make it a default, here's how:

Go to the Gear icon.
Select Custom and form style
Choose Content
Click the body invoice.
From there. You can enable the Description, Qty, Charge, and amount.

Once done, Under Custom form style, Go to the Edit dropdown under Action and make it as a Default.

For customer details, you can send feedback to our engineers, they will take a look at it and may consider adding it as a future enhancement.

Select the Gear icon, then Feedback.
Enter your comments or product suggestions. Then select Next to submit feedback.

Furthermore, you can refer to this link to give you idea on how to Record invoice payments in QuickBooks Online.

I'm always available if you need further questions about managing your sales forms in QBO. Just tag me and I'll just be around in the Community. Stay Safe.