Easy Tech TutsHow to Make and Customize an Invoice in QuickBooks Online Easily 2026
By Impran M N
A well-designed invoice does more than request payment — it reinforces your brand and builds client trust. This guide covers how to create a new invoice in QuickBooks Online and customize it with your logo, formatting, and line items to fit your business. It's written for freelancers and small business owners who want billing that looks polished without extra hassle.
01Create a new invoice
Start a fresh invoice from QuickBooks Online, selecting the customer and adding the products or services being billed.
02Customize the template
Adjust the invoice template's layout and color scheme to match your business branding for a more professional look.
03Add your logo and business details
Upload your logo and confirm your business contact information appears correctly on the invoice header.
04Adjust line items for the client
Tailor the description, quantity, and pricing of each line item so the invoice accurately reflects what the client is being charged for.
05Automate recurring invoices
For repeat clients, set up recurring invoice schedules so bills go out automatically without manual re-entry each time.
Frequently asked questions
Can I save a custom invoice template for future use?
Yes, once you customize a template with your branding, QuickBooks Online lets you set it as the default for future invoices.
How do I add my logo to an invoice?
You can upload your logo directly in the invoice customization settings, and it will appear automatically on new invoices.
Can invoices be automated for repeat customers?
Yes, recurring invoice scheduling lets you automatically send bills to the same customer on a set schedule.
Is it possible to send the invoice directly after creating it?
Yes, once the invoice is finalized you can email it straight to the customer from within QuickBooks Online.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
