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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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Replying to:
Bryan_M
QuickBooks Team

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I appreciate you for posting here, Jon.

 

I see how challenging on your end to change the invoice form to the usual one your company used to have. I'll help you utilize it so you can perform your task smoothly.

 

You can still use the invoice custom form set up for your company in the Design section of the invoice form layout. Here's how:

 

  1. Click the + New icon and select Invoice.
  2. Go to the Manage tab.
  3. Pick Design and choose the invoice form in the Other templates section.
  4. Then, fill in your invoice.

 

For more info about the updated estimates and invoice layout, check out this article: See what’s new with estimates and invoices in QuickBooks Online.

 

Also, I'll share this article to help prepare customer's summaries of their invoices, payments, credits, and balances: Create and send customer statements in QuickBooks Online.

 

Let me know if you have additional questions about managing your invoice form. I'll be willing to help. Keep safe always.

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