Skip to main content
L
LM9262
April 15, 2024
Question

Can I change the font and/or location of the invoice # on the new invoices?

  • April 15, 2024
  • 1 reply
  • 0 views
We need larger numbers and back on the corner like it was.  All of our files are set up to see this number in a drawer.

    1 reply

    K
    KayePe
    April 15, 2024

    Thanks for posting here in the Community space, @LM9262. No worries. I'll help you customize your invoices inside QuickBooks Online (QBO).

     

    You can customize your invoices in QBO to fit your business needs. To do this, you can go to Your Company and select Custom Form Styles to edit the font and choose a different template for the invoice number location. Below are the steps to help you get started with personalizing your invoices.

     

    Modify Font

     

    1. In QuickBooks, click Settings.
    2. Under Your Company, select Custom form styles.
    3. Choose New Style and Invoice.
    4. In Design, click Select a different font and decide a font from the available choices.
    5. Once finished, hit Done.

     

    Modify invoice number's location

     

    1. In QuickBooks, go to Settings.
    2. From Your Company, choose Custom form styles.
    3. Click New style and invoice.
    4. Select Change up the template in the Design.
    5. Decide a template you want based on the invoice number's location. Note that you can only choose from the default choices, you can't decide where you want to put the invoice number to.
    6. After that, click Done.

     

    Moreover, you can see this article as a guide when recording and receiving invoice payments from your customers using QBO: Record invoice payments in QuickBooks Online.

     

    Let me know if you have additional questions about handling invoices in QBO, especially in customizing them. I'm more than happy to assist. Take care!

    L
    LM9262Author
    April 17, 2024

    Before I spend too much time modifying my invoice, I have to ask this.  Are these invoices going to be considered "NEW" invoices?  I've been alerted that the change over to the new format will soon be automatic and we won't have the option any longer to switch back to the "old".  If I modify my invoice in here now, will it integrate with the new format?  Will I lose the work I do today?  They had already converted my system to the new format but I had a customer that insisted on their original invoice for A/P so I had to go back to the old style.  The only complaint I have is the location of the Invoice # and the size of font.

    JoesemM
    JoesemM
    April 17, 2024

    Thank you for turning to the Community about your invoice concern, LM9262. Let me clarify things about modifying your invoice so you can go back to working order.

     

    When you modify your invoices, any changes you make to the format, font, or location of the invoice number will be considered new. To ensure the new info appears in your format, update your template in the Custom form style. 

     

    Once you have made a template for a customer, you can apply it to their invoice. Do this by clicking on the Design tab and selecting the right template. Though it will show as a new layout when you send it to your customer it will be based on the template you've customized.

    Also, customer transactions are reported to Accounts Receivable. Since you've mentioned Accounts Payable, could you clarify if you are referring to a bill? I'd be happy to assist you further if you could provide more details about it.

     

    Here are some resources that may assist you moving forward. They offer insights into the new invoicing process. They cover personalizing sales forms and payment handling. Feel free to click on the links for more details:

     

     

    I'll be around if you require assistance managing or customizing your invoices in QBO. Just tap the reply button. Stay safe!

    Terms & ConditionsAccessibility statement