Quick Guide to Setting Up a Custom Invoice Template in QuickBooks Online

Step 1: Log in to QuickBooks Online

• Open QuickBooks Online and log in to your account.

Step 2: Access Custom Form Styles

• Go to the "Gear" icon in the upper right corner.
• Select "Custom Form Styles" under the "Your Company" section.

Step 3: Create a New Invoice Style

• Click "New style" and choose "Invoice."
• Name it "Funded Invoices."

Step 4: Customize Your Invoice

• Use the "Design" tab to add your logo and customize the look.
• In the "Content" tab, click on the body of the invoice to edit the details.

Step 5: Add HSBCnet Bank Details

• In the "Content" tab, add a new section or update the existing payment details.
• Enter your HSBCnet - Corporate Banking details clearly in the payment instructions area.

Step 6: Save Your Template

• Once you're happy with the design and details, click "Done" to save your new template.

Step 7: Use the New Template for Funded Invoices

• When creating a new invoice, click "Customize" at the bottom of the invoice screen.
• Select "Funded Invoices" from the list of custom templates.