Customising invoices in QBO
Click create, then invoice.
Click manage.
The right hand pane lets you adjust your preferences, the left hand pane shows a preview of the invoice with your settings applied.
For guidance on which details you need to include in an invoice, see this article.
Adding a logo
Click the pencil symbol
Payment options
Expand payment options to choose how you want the customer to pay. If you need to add a new payment method, click set up.
Once you have added a payment method, you can choose whether this will appear on your invoices using the green selector.
Saving changes
Click the save button at the bottom of the page.
