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February 22, 2025
Question

Creating Custom Invoice

  • February 22, 2025
  • 1 reply
  • 0 views

I just tried to create a custom invoice. I want to use different logo and email. But when I change it on the new form, it also changed my standard invoice. 

How do I create a new invoice without changing the info on my standard invoice?

1 reply

February 22, 2025

You can create a customized invoice template with a different logo, NetworkGuy. I'm here to guide you through the process.

 

To create a custom invoice in QuickBooks Online (QBO) without altering your standard invoice, follow these steps:

 

  1. Go to the Gear icon at the top and select Custom form styles.
  2. Click on New style and choose Invoice.
  3. In the Design tab, name your template and select Make logo edits.
  4. To change the logo, click the + on the image and select the logo you want to use.
  5. Click Save.

 

Next, navigate to the Email tab to modify the email that your customers receive with each invoice, and then click Done. Please note that altering the email message will affect the email message across all templates.

 

If you wan to personalize the details on your invoice, you can check out this article and go to Step 3: Customize the info on your formsCustomize invoices, estimates, and sales receipts in QuickBooks Online.

 

Once everything is set, when creating a new invoice, select the custom template from the Customization dropdown menu, then Design to ensure the new logo and email settings are applied.

 

If you need assistance recording invoice payments, I have a helpful resource for youRecord invoice payments in QuickBooks Online. It’s easy to follow, so feel free to check it out anytime.

 

In addition, we have a team of experts who can offer personal guidance on linking your accounts, automating tasks, and teaching the best bookkeeping practices to increase your efficiency. Check out QuickBooks Live Expert Assisted for more details.

 

Your business deserves the best, and we're dedicated to ensuring your invoicing experience is smooth and hassle-free. Reach out anytime, and let’s keep your business moving forward together!

February 22, 2025

@MirriamM I appreciate the reply, but that only works for the logo.

 

If I change any of the information in the CONTENT section, it changes it in ALL templates. I want to use different:

  • Business Name
  • Email,
  • Phone, 
  • Website,
  • etc.

 

I know I can uncheck them and remove them, but then how do I add new text in the Header section?

 

John

 

February 22, 2025

Maybe a better way to ask my question is how can I create an invoice that looks nothing list the default that I would send to only certain customers for specific products?

 

Thanks,

John