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January 31, 2024
Question

Our company has multiple brands and we want to customize the invoice to the brand they are buying. Is it possible to have multiple invoice designs in quick books online?

  • January 31, 2024
  • 1 reply
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1 reply

February 1, 2024

Hey there, Mark. I'd be glad to share insights about customising invoices in QuickBooks Online. 

 

Yes, it's possible to have multiple invoice designs in the program. You'll have the option to select from six pre-designed QBO templates or create a unique design when customising your sales forms. This way, you can adjust the layout, colours, fonts and logo to align with your brand identity.

 

Before you start, please take note of the following:

 

  • Feature availability may vary depending on your subscription plan.
  • If you can't customise sales receipts, it means you're on a new experience where customisation isn't available yet. You can switch back to the old experience.
  • Customisations and logo updates on invoices/estimates apply to all existing and future ones.
  • Edits to company info update everywhere in QuickBooks.
  • The steps to customise may differ based on whether you are using the old or new invoicing experience. On the new customisation view, you can update the form template as you’re creating them.

 

To customise your invoices, simply follow these steps:

 

  1. Go to Settings and select Custom form styles.
  2. Enter the name of the template, then customise your design, content, and emails.
  3. Once finished, click Done.

 

For additional reference, you can check out this article: Customise invoices, estimates, and sales receipts in QBO.

 

Please let me know if you have further questions about customizing invoices, just add them to the thread. I'd be happy to help you out.