How To Make Changes To Quickbooks Invoice Template

How to Edit an Invoice Template in QuickBooks

Have you ever had a generic Invoice Template that needed customization? In this web log postal service, I'thousand going to prove you how to customize an invoice template in QuickBooks.

I desire first to show you lot how the invoice looks before customization. Nosotros volition start by opening QuickBooks and clicking the "Lists" menu heading and so the "Templates" item.

From there, we will open up the Rock Castle Invoice and then click "Print Preview." Nosotros are merely opening this impress preview and then that I tin better illustrate how generic the default invoice template is. This is the base from which we volition begin customizing.

QuickBooks Invoice Template Print Preview

Next, we volition close the Print Preview. Closing this screen volition bring us dorsum to the page we can use to customize the Invoice Template.

Adding a custom logo

The first part of customization that we volition practice to our invoice template is to customize the logo. To practise this, we follow a few simple steps.

Navigate to the Bones Customization page

This page should have popped up one time y'all backed out of the Print Preview. It is the start step of customization in this process.

QuickBooks Basic Customization

Upload your Logo

This pace has 2 parts. You first need to click on the "Use Logo" push button on the Basic Customization page. Once you click that, a box will popular up that allows y'all to select the logo for your custom invoice template.

QuickBooks Select Invoice Logo

And one time it'due south uploaded, you will see your logo in the invoice preview on the basic customization page.

Changing Font and Color Scheme

On that same basic configuration page, you tin can update your Colour Scheme from default and select a font of your option.

Update Company Information

Next, we'll customize our Invoice Template by updating our Company Information. To do this, click the push labeled "Company Information." That will open up upwards a dialog box containing the following tabs:

Contact information
Legal Information
Company Identification
Report Information
Payroll Revenue enhancement Form Information

Y'all can customize the information in each tab to your preference or demand.

Quickbooks Invoice Template Update Company Information

QuickBooks Invoice Template Update Company Address

Irresolute the Invoice Template Layout

To begin with, customizing how your template is laid out, click on the "Layout Designer" button. This button will unsurprisingly bring you to the page descriptively labeled "Layout Designer."

The commencement thing you lot might discover is the soft green boxes. These boxes stand for where the printed newspaper would line up to if mailing in a windowed envelope. If you plan on printing and mailing these envelopes, you desire to make sure you pay attention to what is displayed in these soft green boxes.

Invoice windowed envelope

At present let's say we wanted to rearrange some of the components of this invoice. Pieces that have a box around it, like "Due Date," "Terms," etc., tin can all be dragged and dropped to the location y'all cull.

The side by side stride in customizing the layout is to become back to your Bones Customization Screen by clicking "Okay" or "Cancel" on the Layout Designer. Once you're at the adjacent screen, click the push button just adjacent to the Layout Designer. That button is labeled "Additional Customization."

On the Additional customization, we'll run across several rows with corresponding text. The commencement row is labeled Default Title , and in the title is the user inputted field of Invoice Ticket . If nosotros changed the coded field to something similar Client Invoice, the preview on the right-hand column would update and replace that text. The same goes for each row seen.

If you wanted to eliminate the item from the invoice altogether, that is uncomplicated also. Just uncheck Screen and Print, and those fields volition not be included.

If y'all're following forth on your calculator, you tin see that the level of customization is far greater than can exist covered in a blog mail. If yous would similar to run into a video tutorial on how to execute the steps mentioned above, please run into the video below.