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TFletch1427
December 9, 2023
Question

Invoice with a remittance stub

  • December 9, 2023
  • 1 reply
  • 0 views

Invoicing on My desktop version let me have a tear off section (at the top) to send in with payment.  I can’t see how to create an invoice template to have that in on-line version.    Any way to create that template in on-line version?

1 reply

A
AnneMariee
December 9, 2023

Hi there, TFletch1427.

 

Let me guide you on how to create a template with a remittance or payment stub in QuickBooks Online.

 

Here's how:

 

  1. Click the Gear icon. Then, select Custom form styles.
  2. On the New style dropdown, select Invoice.
  3. On the Change up the template section, choose Airy New.
  4. Click Edit print settings.
  5. Tick Fit to window envelope. Then, Include payment stub.

 

You can customize the invoice further by changing the colors, making logo edits, and giving it a name. Just make sure to select the Airy New template. Otherwise, the option to have a tear-off section will not be available. Once done, you'll have a template for invoices that need a payment or remittance stub. 

 

For more info on personalizing your sales forms, check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

For future use, here's an article on logging payments in QBO: Record invoice payments in QuickBooks Online.

 

If you have additional concerns about customizing your sales forms, please don't hesitate to reply to this post. I'll be around to assist you further. Have a good day.

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