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June 1, 2022
Question

I need help in invoice custamization, primarily alignment

  • June 1, 2022
  • 1 reply
  • 0 views
I will need to show the invoice so that I can explain

1 reply

June 1, 2022

Hi there, @kinock-sholacrow.

 

Let me get the help you need in customising the layout of your invoice template.

 

On your QuickBooks Online (QBO) account, you can reset the margins on your invoice template to show it based on your needs. To do this, let me guide you on how: 

  1. At the top menu on your QBO account, go to the Gear icon.
  2. Select Custom Form Styles.
  3. Locate the invoice template you’d like to modify then click Edit.
  4. Go to the Design tab.
  5. Scroll down and click on Edit print settings.
  6. Adjust the Page margins
  7. Click Done to save the changes. 

 

After that, you can click on the Preview PDF button to see what it would look like on the actual invoice. If not, you can go back to the settings and make manual adjustments. For more info about personalising your invoice template, see this artice: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

In addition, you can use the following link to know how to send your invoice and other sales forms: Email or print multiple invoices and sales forms.

 

I'd be more than glad to help you out again if you have questions on your QBO account. Visit this thread or create another one for your concerns.