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barnabywilkinson
September 19, 2023
Question

Why can’t I change the template of my invoice. The custom form style link doesn’t work and doesn’t even appear in the drop down menu

  • September 19, 2023
  • 1 reply
  • 0 views
I just want my bank details to appear as standard on my invoices

1 reply

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Mark_R
September 19, 2023

Welcome to the QuickBooks Community, @barnabywilkinson.

 

I'm here to help ensure you can change the template of your invoice so you can get back to working order.

 

Before we start, may I know which part in QuickBooks you're not seeing the custom form style link? Are you referring to the Invoice page or the Custom Form Style page? Any additional information could help us provide the best resolution to your issue.

 

In the meantime, you'll want to edit the standard template and use it to make the bank details appear on your invoices. Here's how:

 

  1. Sign in to your QuickBooks Online (QBO) account.
  2. Click the Gear icon, then select Custom form styles.
  3. Find the Standard template and click Edit.
  4. Go to the Content tab and click the Header section. Then, add a custom field for the bank details. Please know that this option is only available for the QBO Advanced version. If you don't have this feature, you can add your bank details in the Message to customer on field.
  5. Click Done once finished.

Just in case you want to create your own sales templates, you can check out this article for more guidance: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

You may also want to read this article to view all your sales transactions in QuickBooks: View sales transactions in QuickBooks Online.

 

Come back to this post if you have other concerns or follow-up questions about this. I'll be around to provide further assistance.

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barnabywilkinsonAuthor
September 20, 2023

Im on the online QB page, signed in but when I click on the cog there is no ‘custom form style link’  As shown in the video or help page.

If I search for the link it comes up but when I click on it a message comes up saying that link isn’t valid! 

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MadelynC
September 20, 2023

Let me chime in and provide a fix to get your invoice template changed, @barnabywilkinson.


The Custom form style option is accessible under Your Company in the Gear icon (settings or cog). It can also navigated in the All list section. Moreover, searching and selecting the feature will route you directly to the exact page where you can add or modify templates.

Here’s how:

 

  1. Open your QuickBooks account.
  2. Under Lists, click All Lists.
  3. Locate the Custom Form Styles at the last part of the page.
  4. Follow the instructions mentioned by my peer above to update your template, especially steps 3-5. You can also visit this guide for more information: Customise invoices, estimates, and sales receipts in QuickBooks Online.


Make sure you're the admin or have access permission to utilize the function. If you do and you're still unable to see it, you can perform some troubleshooting steps to rectify the issue.


You can start by opening your QuickBooks account in a private or incognito window. This can help determine if the issue is specific to your current browser. Online platforms rely on the browser's cache to operate efficiently. When this becomes corrupted, it can cause the platform to malfunction and exhibit unexpected behaviors.


Check out the shortcut keys below for quick navigation:

 

  • Google Chrome: Ctrl + Shift + N
  • Safari 11 or newer: ⌘ + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P


Once logged in, go to your settings again and check the feature. If it’s available, get back to your regular browser and clear its cache. Doing this helps the program to run smoothly. You can also use other supported browsers as an alternative.


QuickBooks offers ways to get you paid faster and keep records of your sales clear, informative, and connected from start to finish. If you’re interested to learn more about them, check these out:

 


Feel welcome to send a reply here or create a new thread if you have any other concerns or additional sales-related questions. I’m always here to assist you.

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