Learn how to design your invoices, estimates, and sale receipts in QuickBooks Online.

You can change the look and feel of your sales forms in QuickBooks to reflect your brand. The best part is you can create a custom template (for specific transactions) or customise a standard template (for all transaction types) with just a little effort. We'll show you how.

A custom template has advanced customisation options available for invoices, estimates, and sales receipts only.

Customise your forms

Here are the steps to customise your forms.

  1. Go to Settings and select Custom Form Styles.
  2. Select a transaction from the New style ▼ drop-down menu.
  3. Select a tab to start customising your form template.
    • Design: You can choose your desired colour, font, logo, template, and edit your print settings.
    • Content: You can select the information you want to appear in every section of the forms that you’ll be sending to your customer.
    • Emails: You can personalise the greeting and message that your customers will get with every invoice. You can also set up email reminders here.
      Note: Use of special characters or emojis in the subject line or body of your email may result in delivery errors.
  4. Select Preview PDF or Done on the black toolbar.

The new customised form will be listed on the Custom Form Styles page.
Note: QuickBooks Online doesn't allow you to move or rearrange the field on the invoice and other forms.

Apply a default custom template

Now that you've created a custom template, you can apply it to a new sales form (also known as a Transaction Form in QuickBooks Online) when you're creating it.

  1. Go to Settings and select Custom Form Styles.
  2. Select the Edit ▼ drop-down next to a custom template.
  3. Select Make default to automatically apply a customised form to new invoices, estimates, or sales forms.

If you want to select a custom template that's different from your default template, you can do this when you create a new invoice, estimate, or sales receipt.

  1. Create a new invoice, estimate, or sales receipt as usual.
  2. Select Customise.
  3. Select the template you want to apply.

Add or remove fields (invoice only)

  1. Select Create ⨁ icon and then select Invoice.
  2. Select the Settings ⚙ at the top.
  3. Mark the fields you want to see on your invoice.
  4. Select X to close and save your changes.

Video Tutorial

You can also watch this video tutorial on how  to change the look and feel of you sales forms.