How to customise an invoice | Get started tutorial

How to customise an invoice

Ensure your company stands out from competitors by customising invoices to give them a professional feel.

Before you start:
Many customers use one of QuickBooks’ invoice templates, but if you have one you want to keep using you can upload it to your account.

Benefits include

  • Give your company a more professional feel.
  • Ensure your brand stands out on your invoices, estimates and sales receipts.
  • You can customise your logo, colour scheme, font, headers/footers and custom fields.

Step-by-step guide

Step 1 of 4

  • Select the Gear icon on the Toolbar, then Custom Form Styles under Your Company.
Step 1 image

Step 2 of 4

  • From the New style drop-down menu, select the type of transaction you'd like to customise (Invoice, Estimate, or Sales receipt).
  • You can also edit the master form which will apply the changes to all basic sales forms.
Step 2 image

Step 3 of 4

  • You will see a template called Standard and its form type is Master. (Note: Statements, purchase orders and delivery notes have limited customisation and can only be changed by customising the master form.)
Step 3 image

Step 4 of 4

  • The Custom Form Styles page is broken down into four sections to help edit the form to your liking (Design/Content/Emails/Payments)
  • Once you've completed customising the form, select Preview PDF or Done. (Note: Always preview PDF to see what your customisation looks like on the PDF).
  • The new customised form will now be listed on the Custom Form Styles page.
Step 4 image

Related content

Upload your own invoice template

If you already have a template you prefer, or if you want more advanced customisation such as adding two logos to your invoice, you have the option of uploading your template to QuickBooks.

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Send an invoice

Learn how to remove the stress out of invoicing. Get paid quicker, track payments and customise invoices.

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