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Customising your invoice QuickBooks Online

Accountancy Software Customising your invoice QuickBooks Online

Customising your invoice QuickBooks Online

Quickbooks online offers the feature to create and customise your companies invoice straight from your Quickbooks online file.

You can include/exclude many different types of information to suit your companies’ requirements. You also have the option to add your company logo and customise the colouring to match.

These include- Name, Phone number, Email address, Bank details for payment to be made, Discount, VAT Number, Company Website, and many more.

To customise an invoice, follow these simple steps:

  1. Go to the settings cog at the top right of your file.
  2. Under “Your company” click customer form styles.
  3. Click new style and from the drop-down menu click invoice.
  4. Choose your logo, font and colouring.
  5. Add the information you want to show and untick the boxes for information you do not want visible.
  6. When you are happy with the result click done down the bottom right.
  7. Your new custom invoice will now show up on the list.
  8. When you then go to create an invoice for a customer, down the bottom bar click “Customise” and choose you new invoice you have just created.

 

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