Community Chatter Series: Customizing Invoices, Estimates, & Sales Receipts

Make your QuickBooks Online invoices, estimates, and sales receipts work for you, not against you! This video reveals the essential info you need to customizing these forms, saving you time and boosting your professional image. We'll also tackle some burning questions from our QuickBooks Community related to this topic.

Click to watch and unlock the full potential of your QuickBooks Online forms!

If you'd like to let your customers set up autopay for recurring invoices, check out QuickBooks Payments rates and apply.

And if you use QuickBooks Payments, customers can pay their invoices directly by credit card, PayPal, Venmo, or ACH transfer.

Resources & Time Stamps: 

• New Layout: Customize Invoices, Estimates, & Sales Receipts (1:09s)
• Old Layout: Customize Invoices, Estimates, & Sales Receipts (3:17s) 
  • Create a new template (4:10s)
  • Customize the appearance (4:20s)
  • Customize the Information (5:00s)
  • Personalize your email message (5:24s) 
• How do I go about printing grid lines between line items on invoices and estimates for QBO? ( 6:15s)...
• How do I recover invoices that I accidentally deleted? (7:20s) 
• What are the steps to convert a sales receipt to an invoice payment? (8:15) 
• How do I go about converting a sales receipt to an invoice payment?