Easy Tech TutsHow to Create a Custom Invoice Template in QuickBooks Online Easily 2026
By Impran M N
A generic invoice can undercut an otherwise professional business. This guide shows how to use QuickBooks Online's Custom Form Styles tool to build an invoice template that reflects your brand, from logo placement to column layout, so every bill you send looks polished.
01Open Custom Form Styles
Click the gear icon in the top right of QuickBooks Online and select Custom Form Styles to reach the template directory.
02Start a new invoice style
Choose New style, select Invoice, and pick a layout base to work from in the Design tab.
03Add your branding
Upload your company logo, align it on the invoice, and choose a color palette and font that match your brand identity.
04Edit content columns
Use the Content tab to adjust header fields, rearrange table columns, and rewrite default labels so they fit your industry.
05Configure emails and save
Set how the invoice summary appears in client inboxes under the Emails tab, then preview the live PDF and click Done to lock in your template.
Frequently asked questions
Can I have more than one invoice template?
Yes, QuickBooks Online lets you create and save multiple custom styles and choose which one to apply to each invoice.
Will editing a template change past invoices?
No, template changes apply going forward; previously sent invoices keep the layout they were created with.
Can I remove unused columns from the invoice?
Yes, in the Content tab you can uncheck rows you don't need, such as unused product/service columns.
Is it possible to add a custom footer or thank-you note?
Yes, the footer section of the form editor lets you add custom text like late fee terms or a personalized message.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
