Step 3: In the “Header” or “Activity Table” sections, click the pencil icon, then click “Add”.
Step 2: Choose a template to edit, then click on the “Content” tab. Step 1: From the “Settings” menu, select “Custom Form Styles”. You can add fields for information, such as: One of the many strengths of QuickBooks Online invoice templates is the ability to add custom fields. Image credit: My Cloud Bookkeeping Add custom fields as needed With so many options in QuickBooks Online templates, you’ll find one that aligns with your brand aesthetics. The font on your invoices should represent your brand for added cohesiveness. There are some ways you can do this.įirst, you can easily add your company’s logo to your invoice template.Īdditionally, your QBO invoice template allows you to choose a color scheme that matches your brand colors. Incorporating your branding into your QuickBooks Online invoice template ensures brand recognition and consistency. Keep reading for some of the best ways to take customization to the next level with your QuickBooks Online invoice templates. You want to take advantage of the flexibility and customization options that QBO templates offer. Below is a tutorial on how to customize your invoice template in QuickBooks Online. Image credit: QuickBooks The best ways to personalize your QuickBooks invoice templates Step 3: Tick the “Standard” option under the “Use custom form style” dropdown in the design settings. Step 2: Find the template you want to set as default, then click “Edit”.
Step 1: From the “Settings” menu, select “ Custom Form Styles”. You might want to set a specific invoice template as your default when using QuickBooks Online invoice templates. Image credit: Gentle Frog How can I change the default invoice template in QuickBooks Online? Step 4: When you’re happy with your new template, click “Done” to save it. Step 3: Customize your template and decide what information to include in the template. Step 2: Click the “New style” button and then “Invoice” to create a new QuickBooks invoice template. Step 1: Go to the “Settings” menu and select “Custom Form Styles”. Image credit: Teach U Comp How to create a QuickBooks Online invoice templateĪ personalized QBO invoice template lets you include elements that matter to your business. Step 5: After reviewing the invoice, click on ‘Save and send’ to email the invoice to your customer. Step 4: Next, Click ‘Customize’ at the bottom of the page and select one of the QuickBooks Online invoice templates. Add any necessary details such as discounts, taxes, or additional charges. Step 3: Select a customer from your list, and add the amount for the product or service you’re billing for. Step 2: Click the ‘New Invoice’ button to open a new invoice form. Navigate to the Sales or Invoicing menu on the left and click ‘Invoices.’ Having a record of the serial numbers can be beneficial in case of theft.Ĭheck that the information on the commercial invoice is correct and then sign the form.Step 1: Start by logging into QuickBooks Online. If appropriate, also list any serial numbers that are on the products or goods. Include what the product or goods are and their use, the product’s value, materials used to determine fragility and toxicity, size and weight. Noting both dates helps to keep the information regarding the purchase and shipment clear.ĭescribe the contents of the shipment. List the date the order was placed, along with the shipping date.The order might have been placed in advance, such as a month or even a year earlier. These numbers are extremely beneficial in tracking orders and payments.
If you know the buyer’s tax identification number, include it with the data.Īllocate a reference or invoice number to the shipment and note it on the invoice. Note the buyer’s name, address and contact information if it is a different company than the recipient.