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account-sentron-
January 9, 2023
Question

Can you help to amend the invoice template ?

  • January 9, 2023
  • 3 replies
  • 0 views
Original commenter did not share additional details

3 replies

LeizylM
January 9, 2023

Thank you for visiting the QuickBooks Community, account-sentron-. 

 

I want to ensure you're able to amend the invoice template in QuickBooks Online (QBO). 

 

You can edit the invoice template on the Customs Form Styles page and make some changes from there. Here's how:

 

  1. Select the Gear icon.
  2. Select Custom Form Styles.
  3. Find your template.
  4. Select Edit from the Action column.
  5. Make any edits.
  6. Click Done.

 

I've also included a detailed resource about customizing sales templates which may come in handy moving forward: Customize invoices, estimates, & sales receipts.

 

Let me know if you need further assistance with managing your invoice form. I'm just a post away to help. Have a great day ahead. 

Avon2
February 27, 2023

Can you help with a small edit issue?

i just wan to remove shipping details for my invoices as i have no need for them.

but i do not want it to affect my delivery order. 

is there any ways around it?

ReymondO
February 27, 2023

Thanks for sharing your concern in the QuickBooks Community, @Avon2.

 

Upon checking, I found out you posted a similar concern on the other thread. My colleague jenop2 already provided a response to your queries. 

 

You can review his suggestions by clicking this link: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-how-do-i-make-a-change-to-an-existing-invoice-template-it-s/01/1220282#M179327

 

In case you need helpful articles and links to guide you in your QBO tasks, please visit our QuickBooks Help Articles page.

 

Add a reply below if you have any other concerns about customizing your invoice templates. I got your back. Keep safe always.

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