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Let this impression be a good one.How to Customize Invoices, Sales Receipts & Estimates But your customers, of course, will still see how carefully you’ve crafted your forms, which will feed into their overall perception of you. Of course, you may not be printing many invoices at all if you’re set up to email them and accept payments online. It’s a simple tool, but it requires some design skills. And if you have overlapping fields or want to further modify the appearance of the invoice, you can use the Layout Designer. You can also change field labels if you’d like. What information will you want to enter after you’ve completed the invoice’s product or service content? You’ll likely want fields like Total, Balance Due, and Payments/Credits, perhaps a Message.įigure 3: QuickBooks gives you tremendous control over the content in your forms.Īs you can see in the above image, QuickBooks lets you choose whether specific fields and columns will appear on your invoices onscreen and/or in print. What are you billing the customer for? Item, Description, Quantity, Rate, etc.įooter. This includes all of the information that appears on about the top third of the form, like Bill To, Terms, Due Date, and Project/Job.Ĭolumns. You’ll work primarily with three of them for your invoice: Your customization options appear on the left side, divided into five different sections. The window that opens displays a preview of your invoice on the right side, just like in the previous window. To get started on this, click the Additional Customization button at the bottom of the screen. However, QuickBooks offers tools that let you go much further, modifying the actual content of the invoice itself, its columns, and its fields. The changes you just made were fairly superficial. This is a little complicated let us help you. Note: You can choose to use the same modified design on multiple types of forms.
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