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The guide walks through customizing invoice form styles, configuring header, appearance, activity table and footer messages, creating and emailing invoices, and setting up recurring invoices with schedule, timing, recipients and template management.",{"@graph":14,"@context":73},[15,34,56],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/invoices/","Invoices",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/quickbooks-online-invoicing-customising-and-creating-invoices/336035/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/quickbooks-online-invoicing-customising-and-creating-invoices/336035.png","ImageObject",442,249,{"name":42,"@type":43},"Ethan Miller","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-10-17","2026-09-21",true,{"@type":52,"interactionType":53,"userInteractionCount":55},"InteractionCounter",{"@type":54},"ViewAction",6,{"@type":57,"mainEntity":58},"FAQPage",[59,65,69],{"name":60,"@type":61,"acceptedAnswer":62},"How many invoice templates can you choose from in QuickBooks Online?","Question",{"text":63,"@type":64},"QuickBooks Online provides 5 invoice templates to choose from within the software.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"What are the main steps to customise an invoice form style?",{"text":68,"@type":64},"Open Company Preferences/Settings for Custom Form Styles, click New Style, then configure Style, Appearance, Header, Activity Table, and Footer, preview/print if needed, and save.",{"name":70,"@type":61,"acceptedAnswer":71},"How do you create and send an invoice in QuickBooks Online?",{"text":72,"@type":64},"Use the global Create (+) button, select Customers > Invoice, fill in customer, dates, products/services, totals and messages, add attachments if required, then choose Save and Send to email the invoice.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},336035,1790286993,{"code":4,"msg":82,"data":83},"success",[84,89,94,98,103,108,113,118,123],{"id":85,"doc_module":22,"doc_module_name":25,"category_name":86,"show_sort_weight":87,"slug":88},11,"Presentations",90,"presentations",{"id":90,"doc_module":22,"doc_module_name":25,"category_name":91,"show_sort_weight":92,"slug":93},12,"Resumes",80,"resumes",{"id":95,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":96,"slug":97},14,70,"invoices",{"id":99,"doc_module":22,"doc_module_name":25,"category_name":100,"show_sort_weight":101,"slug":102},15,"Posters",60,"posters",{"id":104,"doc_module":22,"doc_module_name":25,"category_name":105,"show_sort_weight":106,"slug":107},16,"Social Media",50,"social-media",{"id":109,"doc_module":22,"doc_module_name":25,"category_name":110,"show_sort_weight":111,"slug":112},17,"Forms",40,"forms",{"id":114,"doc_module":22,"doc_module_name":25,"category_name":115,"show_sort_weight":116,"slug":117},18,"Letters",30,"letters",{"id":119,"doc_module":22,"doc_module_name":25,"category_name":120,"show_sort_weight":121,"slug":122},21,"Paper Templates",5,"papers-templates",{"id":124,"doc_module":22,"doc_module_name":25,"category_name":125,"show_sort_weight":4,"slug":126},158,"General","general-158",{"code":4,"msg":82,"data":128},{"doc_id":79,"user_id":129,"nickname":42,"user_avatar":130,"doc_module":22,"category_id":95,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":99,"language":136,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":12,"update_tm":140,"read_time":121},687207017582,"https://ap-avatar.wpscdn.com/davatar_994ba38a5ba835b3df7d355c54d3ed8d","Invoices  \nCustomising and Creating Invoices in QuickBooks Online  \nSending a customised invoice to your customers will give your business a more polished and professional look. QuickBooks online brings you 5 invoice templates to choose from within the software. There is also in QuickBooks Labs a .docx template that you can download, work on it outside of QuickBooks Online, add as many logos as you like, change the colour in some of the fontsin the header and more then import into your QuickBooks Online file. You can have as many templates that you wish either within the software templates or the .docx templates just remember to name them differently.  \nIn our step by step guide we show you how easy it is to customise a Sales form, here we look at customising an Invoice and walk you through to invoicing clients, setting up Recurring Invoices to be sent automatically from QuickBooks Online, where you can find your invoices once you have save or sent to client and where you can print up your delivery notes.  \nYou can customise either an Invoice, Estimate or Sales Receipt  \nHow to Customise Invoices  \nClick on the Gear Company Preferences icon upper right > Settings > Custom Form Styles  \nClick on New Style button to add a new sales form  \nCustomise form style window will open. On the left follow the menu down the left hand side to customise the form  \n1. Style  \n2. Appearance  \n3. Header  \n4. Activity Table  \n5. Footer  \n1 Style  \n1. Click on Style  \n2. Choose Invoice, Estimate Or Sales Receipt  \n3. Select the form style from either Airy, Modern, Fresh, Friendly or Bold templates  \n4. Upload your Logo by clicking on the logo field  \n5. Click on the Untitled style pencil icon to name your form  \n6. Colour will “Intuitively” match the colour to your Logo but you can select a different colour, you have 18 to choose from  \n7. Click on Preview or Print to preview the form so far  \n8. Click on Save  \n2 Appearance  \n1. Click on Appearance  \n2. Logo crop resize align, click on Small, Medium or Large  \n3. Logo Placement – click on Left, Centre Right or None  \n4. Font and Ling height – choose from the Arial, Courier, Helvetica or Times Fonts choose size of the font  \n5. Page Margins – choose the different margins to set on your form Top Left Bottom and Right  \n6. Printing – Choose if a Window envelop compatible and pay slips is required or Use letterhead paper  \n7. Show tables, choose Account summary or Tax summary is required  \n3 Header  \n1. Click on Header  \n2. Form Names  \n3. Company – choose what is shown on form header  \n4. Customer – what do you want the customer to see on the form  \n5. Custom fields you have a choice of up to 3 that you may want to add to the form  \n4. Activity Table  \n1. Click on Activity Table  \n2. Columns choose if the Services/Product names are to be shown, Description, Date, Quantity, Rate, Tax and Amount on the form  \n3. More add if required Billable time  \n5 Footer  \n1. Click on Footer  \n2. Message to customer add in the text field a static message for each form  \n3. Footer static message on the bottom of form And click on Save bottom right corner  \nOur completed Invoice – using the Bold Style Template  \nCreating Invoices  \nClick on the Global create (+ sign) button middle of the page plus sign  \nUnder Customers click on Invoice  \nComplete Invoice  \n1. Choose Customer drop down menu  \n2. Terms can be changed or add a new one on the fly  \n3. Invoice date  \n4. Due date auto populates  \n5. PO Number ** note see above Customise form > Header > 5 up to 3 fields can be chosen to appear  \n6. Invoice no. **note click on Gear icon > Company Settings > Sales and tick on Custom Transaction numbers  \n7. Choose your Product/Service  \n8. Click on Add Subtotal to group different products or services  \n9. Overall Subtotal of invoice  \n10. Total balance due  \n11. Customise the default Message  \n12. Add Attachments – drag and drop, upload or choose from existing attachments  \n13. Bottom right hand corner Save and close or Sav","cbCaiuy2OVxnK6B9","https://ap.wps.com/l/cbCaiuy2OVxnK6B9","pdf",1951759,"English","# Customising and Creating Invoices in QuickBooks Online\n## How to Customise Invoices\n## Creating Invoices\n## Recurring Invoice","[{\"question\":\"How many invoice templates can you choose from in QuickBooks Online?\",\"answer\":\"QuickBooks Online provides 5 invoice templates to choose from within the software.\"},{\"question\":\"What are the main steps to customise an invoice form style?\",\"answer\":\"Open Company Preferences/Settings for Custom Form Styles, click New Style, then configure Style, Appearance, Header, Activity Table, and Footer, preview/print if needed, and save.\"},{\"question\":\"How do you create and send an invoice in QuickBooks Online?\",\"answer\":\"Use the global Create (+) button, select Customers \\u003e Invoice, fill in customer, dates, products/services, totals and messages, add attachments if required, then choose Save and Send to email the invoice.\"}]","QuickBooks Online Invoicing - Customising and Creating Invoices | PDF",1790013300]