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QuickBooks Online Invoice Template Customisation

QuickBooks Online

Invoice Template Customisation: You can now easily customise your invoice templates and import your own invoice design by importing a Microsoft Word .docx file directly into QuickBooks Online.

To turn this setting on: navigate to the Gear icon > QuickBooks Labs > Import Style

To use: Gear > Custom Form Styles > ▼ to the right of New style >  Import Style

Click  “Download a sample invoice” to download invoice samples and instructions

Add invoice numbers to the email subject title: You can now add invoice, sales receipt, credit memo, and estimate IDs to email subject lines.

To do this go to Gear > Company Settings > Sales > Messages > Estimate/Credit Memo/Sales Receipt >  Use standard message. Note the variable  [No.] in the Subject field.

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