32. 1. Click on Header on the
menu on the left.
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33. •Form name (invoice, etc)
•Which details of your
company name address,
email, website, and
phone you want to show
up on the invoice
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34. What you want the
customer to see –
payment terms, due
date, shipping method,
payment method
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35. •Up to 3 custom fields
you may want to set up
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37. Click on the pencil icon to
add or edit any options.
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38. I highly recommend that
you include payment
terms and a due date so
that your customers will
know exactly when they
need to pay you.
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40. At any time, you can
preview your invoice to
see how it looks. Just
click on Preview or
Print at the bottom right
of the screen.
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55. You can add a message to
your customers thanking
them for their business,
wishing them Happy
Holidays, requesting
referrals, etc.
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56. There are two fields: a
message to customers,
and a footer.
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57. Select Footer from the
left to open the window.
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58. The Message to Customer
prints at the bottom left
of the Activity Table.
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59. The Footer prints at the
very bottom on the
invoice.
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61. Click Save when you’re
done with this section.
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62. Click on the X on the
upper left to close the
window when you are
done.
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63. I hope that this helps you to
learn how to customize
invoices in QuickBooks
Online.
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64. The first time that I
customized my invoice,
it took me a couple of
hours – I guess I am a
perfectionist!
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65. Be patient and you too
can customize your
invoice just the way you
want it.
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66. Any comments or
suggestions? Please type
them down below in the
comments section or
visit for more tutorials
http://www.5MinuteBookkeeping.com
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