Click on the company setting

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Click on sales setting 

 

Click on Customize Look and feel to customize invoices and other sales forms in quickbook online

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Click on New Sales Button.

 

Click on the Style button on the left

 

 

 

 

 

 

 

 

 

Choose Whether you will customize an invoice, estimate, or sales receipt

 

Select the style

 

Airy

 

Modern

 

Fresh

 

Friendly

 

Bold

 

Customize the appearance of invoices in QBO

 

Click on Appearance  on the  menu on the left

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The customize form style will open Make the appropriate selections to

 

crop resize and align your logo

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Select the replacement of your logo on the invoice

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Select the font and line height

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Change Page margins

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Make printing selections

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Wheather to show a customer Account Summary a the bottom of each invoice

 

Click save when you're done with this section

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Customize the Invoice header in QBO

 

Click on Header on the menu on the left

 

Form Name(invoice etc)

 

Which details of your company name address, email, website and phone you prefer to see on invoice

 

you can also select Payment terms due date shipping method payment method.

 

Up to 3 custom fields you want to set up

 

You can see Preview of this invoice by clicking preview or print

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Customize the details of Products or services on your invoices

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To customize the details of products / services viewed in your invoice, you must customize the activity table. This will include item code and description, quantity, rate, quantity.

 

You will also be able to customize the column width and the order in which the column should appear on the invoice.

 

For invoicing of professional services, you can also indicate whether you want to combine group activities together - like employees working on the same service / activity code, whether markup is shown on billable expenditure, and Do you want to include details for billable times, such as with employee name, and with hours and rates

 

I suggest that as long as you do not find the format you want, play with optimization. Remember to preview the invoice by clicking Preview or Print on the bottom right corner

 

Select the activity table from the left to open these preferences as per your selection.

 

Click on save.

 

Add Message to customer on the invoice

 

you can mention your message as you want to show on invoice 

 

There are two fields: a message to customer and a footer

 

The Message to Customer prints at the bottom left of the Activity table.

 

The Footer prints at the very bottom on the invoice

 

Click on save