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December 23, 2021
Question

Change the session in my invoice

  • December 23, 2021
  • 1 reply
  • 0 views
how to change Session in invoice format

1 reply

December 23, 2021

Good day, @redox.prem. I'd like to share some information about changing the session in QuickBooks Online (QBO).

 

If you're referring to customizing your invoices, then you can follow these steps to create a new style: 

 

  1. Go to Settings ⚙ and then select Custom Form Styles.
  2. Select New Style.
  3. Select the type of form you’d like to create a template for.

For a detailed process of customizing invoices in QBO, see this article.

 

If you're referring to adding session sales, then you can add a service or other products in the Sales menu.

 

Additionally, when a customer makes a payment on the invoice, you can read this article to learn how to record the payment in QBO.

 

If you have additional questions or concerns about invoices, be sure to let me know by posting a comment below. I’m happy to assist you further.