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May 12, 2022
Question

Can I add an additional invoice template?

  • May 12, 2022
  • 1 reply
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1 reply

JessT
May 12, 2022

Hello JGringo!

 

Yes, you can add more invoice templates to your QBO company. You can also make one the default or use other templates as you create an invoice. I will guide you through the steps.

 

Creating a new template:

 

  1. Go to the Gear icon and choose Custom form styles.
  2. Click New style and select Invoice.
  3. Edit the Design, the Content, and the Email options.

 

 

Set the new template as default:

 

 

Although you can set up a default template, you can still select your other available templates for a particular transaction. To do this, you'll want to click Customise at the bottom of the invoice transaction page and select the one you want to use.

 

You can find more information and techniques for customising a sales form in this article: Customise invoices, quotes, and sales receipts in QuickBooks Online.

 

Comment below if you have any other concerns with your template or anything about QuickBooks. Have a good one!