Other questions
Thank you for your response, Jay.
I understand how important it is to use the invoice format that you prefer. The new invoice format may be challenging due to its changed appearance and altered interface positioning compared to the old version. Rest assured that I can guide you on customizing the invoice template and sales form styles. You can also go back to the old layout whenever you want.
To customize sales form styles, here's how:
- Click the Gear icon.
- Select Custom Form Styles.
- Select New Styles on the top right of the page and choose Invoice.
- Start customizing everything, rename the template, and hit Done.
- Open or create an invoice you wish to customize.
- Select Manage.
- Under the Design tab, select the invoice template you customized earlier under the Other templates section.
- Now go to PDF View in the ribbon tabs to download the PDF and review before you send.
For more details about customizing sales forms, refer to this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Feel free to visit this article to learn how to print packing slip:
Create and print a packing slip
Let me know if you have any other concerns about the customization of invoices. I'm always here to help. Have a great day!
