Invoice Template Add Field Settings For Free

So how do we get there? Start off by going to the Gear Icon in the upper right-hand corner and click on Custom Form Styles under Your Company. Then, click on New Style and choose Invoice. Our layout screen is user-friendly and gives you all your options in three tabs: Design, Content, and Emails.

To create a custom field, select + Add custom field. Fill out the info about the field, then select Save. To edit an existing field, select the pencil icon next to the field. Or, select Manage custom fields.

On the Home page, in the Customers section, click Create Invoices . In the Create Invoice toolbar, click Customize . Click Customize Data Layout . Click Make a Copy . Select among the Header , Columns , Footer , and Print tabs to access the form settings you want to change.

Click the Gear icon. Under Your Company, click Custom Form Styles. To create a new template, click the New style button in the upper right-hand corner. Select Invoice. Go to the Design tab to edit the template name, logo, color, font, and margins.

By customizing sales settings in QBO, you can turn on/off key features, such as customer payment terms, custom fields, custom invoice numbers, whether you will track inventory quantities, default email messages sent with invoices, and many other important features.

How do I change the template on invoicesClick the Gear icon.Under Your Company, click Custom Form Styles.To create a new template, click the New style button in the upper right-hand corner.Select Invoice.Go to the Design tab to edit the template name, logo, color, font, and margins.More items...

Download and open your template from Invoice Settings. Right-click the field you want to edit. Select Edit Field. In the Field name text box, update the field name. Click OK. Save your . docx template, then upload it into your branding theme in Xero.