Creating or editing an invoice in QuickBooks Online (QBO) is a straightforward process. Follow these steps to create a customized invoice template:
Navigate to the invoice editing settings
Click on the gear icon in the upper right-hand corner of the QBO dashboard.
Locate the "Company" column and select "Custom Form Styles." This will take you to a new page where you can create a new invoice template.
To edit an existing template, select it from the list
To create a new template, click the "New Style" button and select "Invoice" from the drop-down menu.
Name your template and select the "Dive in with a new template" button to access the available template variants. Choose the one that best suits your needs.
Where to add your payment link in QBO
To edit your invoice content: In the "Content" section, customize the footer of the invoice with the relevant billing information, and paste your payment link.
To edit your email content: In the "Emails" section, customize the message by adding your payment link.
Click "Done" to save your customized invoice template.
Your template is now ready to use, and you can create a new invoice with just a few clicks. Creating customized templates can help streamline your invoicing process and maintain consistency in your branding.