Manage Customers and Income

Thanks for visiting us here, @TheCrystalCookieJar.

I'll share the steps on how you can switch invoice templates. All you have to do is select the Customise button below the invoice.

Below are the easy steps:

1. Go to +New.
2. Select Invoice.
3. Hover towards Customise, then mark the template you want to use. See the image below.
4. Enter the invoice details.
5. Tap Save and then Print or Preview to check. Select Close when you're done checking.
6. Click Save and send or Save and close.

With the above steps, you're able to switch between templates whichever you desire. For details, check out this guide: Customise invoices, quotes, and sales receipts in QuickBooks Online.

I'm also attaching this link in case you need help managing customer-related tasks: Topics about your company's income and customers.

Don't hesitate to reply anytime if you still have questions or concerns with invoices. I'm always here to help. Take care and have a great day ahead.