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How do I create a new invoice template in QuickBooks?

Author

Matthew Cannon

Updated on March 02, 2026

How do I create a new invoice template in QuickBooks?

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

Consequently, how do I create an invoice template in QuickBooks desktop?

How To Create a New Invoice Template in QuickBooks Online

  1. Click the gear in the upper right-hand corner.
  2. Find the Company column and click Custom Form Styles.
  3. Click on New Style and Select Invoice.
  4. Name The invoice and Template.
  5. Click Dive in with New Template.
  6. Select The Type of Template You Want To Use.

Additionally, can you have different invoice templates in QuickBooks? You can create multiple invoice templates from within Custom Form Styles (Cogwheel > Custom Form Styles). You can then choose which template to apply when entering the invoice by going to 'Cutomise' on the toolbar and selecting the applicable invoice. Thanks!

Also know, how do I change invoice template in QuickBooks?

How Do I Change Invoice Template in Quickbooks

  1. Open your QuickBooks then go to the menu bar and click on "customers".
  2. Select "print preview" to see how the invoice will look like, and then exit by clicking on close.
  3. On the create invoices screen, select customize from the drop-down menu and click on manage templates.

How do I create multiple invoice templates in QuickBooks?

I am contactable on

  1. Go to the Gear icon and select Custom form styles.
  2. At the upper-right, click New style.
  3. Select Invoice.
  4. Go through each tab and select your preferred designs.
  5. Click Done.

How do I change the name of an invoice template in QuickBooks desktop?

Here's how:
  1. In your QuickBooks Desktop, go to the Lists menu and select Templates.
  2. Find the created template, then right-click.
  3. In the Basic Customization window, click the Manage Templates button.
  4. Enter the template name in the Template Name field.
  5. Click OK once finished.

Does QuickBooks have contract templates?

Currently, QuickBooks doesn't have a contract template you can use to send to your clients. As a workaround, you'll need to create a contract on your own and manually email it to your clients.

How do I apply an invoice template in QuickBooks?

Use these instructions to create an invoice within Word.
  1. Click “File,†then select “New Template.â€
  2. Navigate to the search bar on the right hand side, type in “invoiceâ€, then choose the template that suits your needs.
  3. Tailor the template as needed, then save to your computer.

How do I add a logo to my QuickBooks desktop invoice?

Add logos
  1. Select the Gear icon on the toolbar.
  2. Under Your Company, select Custom Form Styles.
  3. At the upper right, from the New style drop-down, select the appropriate form.
  4. Go to the Design tab, then select Add your unique logo.
  5. Select the box with Add a logo +, then the + on the next window.

What is a good reason to create a new company file?

There are a few reasons why you might need to create a new company file: Your company changed from one business type to another (sole proprietorship to partnership, partnership to corporation, etc.). You want to combine different company files in one main file.You want to change how you track inventory.

How do I change invoice template in QuickBooks 2019?

How Do I Change Invoice Template in Quickbooks
  1. Open your QuickBooks then go to the menu bar and click on "customers".
  2. Select "print preview" to see how the invoice will look like, and then exit by clicking on close.
  3. On the create invoices screen, select customize from the drop-down menu and click on manage templates.

How do I customize a bill in QuickBooks?

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

How do I change the starting invoice number in QuickBooks?

Here's how:
  1. Click the Gear icon.
  2. Select Account and Settings.
  3. Go to the Sales tab.
  4. Click the Pencil icon in the Sales form content row.
  5. Tick the Custom transaction numbers box.
  6. Click Save, then Done.

How do I assign an invoice number?

The simple solution to this is to just label all invoices sequentially, at least for the same tax year.
  1. So the first invoice you send out to whatever client, is invoice '1'.
  2. Then, the second invoice you send out, no matter if that is the same client or a different one, gets an invoice numbered '2'.

How do I change the number format in QuickBooks desktop?

For Windows 7:
  1. Go to the Window Settings, then click Control Panel.
  2. Hit Clock, Language, and Region, then tap Regional and Language Options.
  3. On the Formats tab, under the Current format, click Customize this format.
  4. Choose the Numbers button and change the format.

Can you create an invoice template in QuickBooks online?

Click on New Style and Select Invoice

You'll see an oval in the upper right-hand corner that will contain the words “new style.†Click the oval button. Now on the drop-down menu that opens, click New Invoice.

How do I batch an invoice in QuickBooks?

To create batch invoices in QuickBooks Desktop Pro, select “Customers| Create Batch Invoices…†from the Menu Bar. You can click the “OK†button in the message box that appears, if needed. In the “Batch Invoice†window, then select the customers for whom you want to create batch invoices in QuickBooks Desktop Pro.

How do I split an invoice in QuickBooks online?

Split payments for an invoice.
  1. At the top, click the Create menu (+) and select Receive Payment.
  2. Select the customer name and enter the Payment date.
  3. Enter Undeposited Funds in the Deposit to field.
  4. Select the invoice you want to pay, and click Save and close.

How do I add more columns in QuickBooks online invoice?

In your QuickBooks Online (QBO) account:
  1. Go to the Gear icon.
  2. Select Account and Settings.
  3. Choose the Sales menu.
  4. Select the Sales form content.
  5. Put a checkmark on the Custom fields section.
  6. Click Save, and hit Done.

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How do I create a new invoice template in QuickBooks?