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November 17, 2023
Question

On the new layout will customized templates still be available?

  • November 17, 2023
  • 1 reply
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1 reply

November 17, 2023

Hello, @cbcc3401.

 

Yes, the customized templates are still available on the new layout. Let me guide you with the steps to change your invoice templates on the new layout. 

 

Here's how:

 

  1. Click on the +New button and select Invoice.
  2. On the invoice page, enter all the needed details.
  3. To change the invoice template, click Manage.
  4. Select the Design box on the right corner.
  5. Choose the template you want to use for that invoice.
  6. Then click Save.

 

To learn more about customizing sales forms in QuickBooks, click this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

If you need further guidance in managing invoice payments, check this link: Record invoice payments in QuickBooks Online.

 

I'll be around the corner if you have clarifications or follow-up questions about managing the new layout in the program.