Skip to main content
September 13, 2023
Question

Full customization of QBO forms, invoice

  • September 13, 2023
  • 1 reply
  • 0 views

I can see QBO allows some minor invoice customizations. Such as allowing some fields to appear or stay hidden.  What about if I want to modify more than that is shown on screen? E.g.

  • Spacing between line items
  • new custom field (name of salesperson) and other fields that may be needed.

1 reply

September 13, 2023

That's a great idea you have there, @jang430.

 

Yes, QuickBooks Online allows you to modify the spacing within the lines of your invoice custom form styles from the Content tab. You can adjust the line widths from there. However, we're unable to customize it more than what is shown.

 

 

I recognize how beneficial it is for you and your business. With this, I suggest sending this suggestion to our Product Developers. They might consider adding this recommendation in future updates. Here's how:

 

  1. Click the Gear icon and choose Feedback.
  2. Enter your feedback Suggestion.
  3. Press Next.

 

Also, we can create custom fields on your sales forms that allow you to add custom data. If you're using QBO Plus and Essentials versions, you can create up to three active custom fields. While for QBO Advanced, you can make up to twelve active custom fields.

 

Here are the steps to create them:

 

  1. Go to the Gear icon.
  2. Under the Lists column, select Custom fields.
  3. Click the Add field button, and enter your preferred name (e.g., Name of Salesperson).
  4. Mark check the All Sales Form or Invoice.
  5. Click Save.

 

Here's an article for more details about custom fields: Add custom fields to sales forms and purchase orders in QuickBooks Online.

 

Moreover, this article can help you in accounting for your customer's payments in the future: Receive invoice payment.

 

I'm here to help you if you have any other concerns regarding your invoices or want to share your best practices using the product. Just fill me in with the details in your reply. Take care always.

jang430Author
September 14, 2023

I've tried the spacing between fields.  How about rearranging the field's order, is that possible?  

How about spacing between line items instead of between columns?  Is that also adjustable?  

Finally, place where tax information is to be printed, can it be moved further down below?  Reason for this is I already have invoice pre-printed, and will just move the fields, spacing, to print in the correct corresponding area in the pre-printed invoice.