How To Edit Invoice Template Inquickbooks

How to Edit an Invoice Template in QuickBooks

Accept you ever had a generic Invoice Template that needed customization? In this blog mail, I'chiliad going to testify you how to customize an invoice template in QuickBooks.

I want beginning to testify yous how the invoice looks before customization. We will start past opening QuickBooks and clicking the "Lists" menu heading and and then the "Templates" item.

From there, we will open up the Stone Castle Invoice and then click "Print Preview." Nosotros are only opening this print preview then that I can meliorate illustrate how generic the default invoice template is. This is the base from which we will begin customizing.

QuickBooks Invoice Template Print Preview

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

Adding a custom logo

The beginning function of customization that we will do to our invoice template is to customize the logo. To practice this, we follow a few elementary steps.

Navigate to the Basic Customization page

This page should have popped upwardly in one case yous backed out of the Print Preview. It is the first pace of customization in this process.

QuickBooks Basic Customization

Upload your Logo

This step has two parts. You first need to click on the "Use Logo" button on the Basic Customization page. Once you click that, a box volition pop upwards that allows you to select the logo for your custom invoice template.

QuickBooks Select Invoice Logo

And one time it'due south uploaded, you volition meet your logo in the invoice preview on the basic customization folio.

Changing Font and Color Scheme

On that aforementioned bones configuration page, you can update your Color Scheme from default and select a font of your pick.

Update Visitor Information

Side by side, we'll customize our Invoice Template by updating our Company Information. To exercise this, click the push button labeled "Company Data." That will open upward a dialog box containing the following tabs:

Contact information
Legal Information
Company Identification
Report Information
Payroll Taxation Course Information

You tin customize the data in each tab to your preference or need.

Quickbooks Invoice Template Update Company Information

QuickBooks Invoice Template Update Company Address

Changing the Invoice Template Layout

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

The first affair yous might notice is the soft green boxes. These boxes represent where the printed paper would line up to if mailing in a windowed envelope. If y'all plan on printing and mailing these envelopes, you lot want to make sure you pay attending to what is displayed in these soft green boxes.

Invoice windowed envelope

Now let'south 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 exist dragged and dropped to the location you choose.

The next stride in customizing the layout is to get dorsum to your Basic Customization Screen by clicking "Okay" or "Cancel" on the Layout Designer. Once you're at the next screen, click the button only side by side to the Layout Designer. That button is labeled "Additional Customization."

On the Boosted customization, we'll encounter several rows with corresponding text. The kickoff row is labeled Default Title , and in the title is the user inputted field of Invoice Ticket . If we changed the coded field to something like Customer Invoice, the preview on the right-hand column would update and supercede that text. The same goes for each row seen.

If you wanted to eliminate the detail from the invoice birthday, that is simple equally well. Just uncheck Screen and Print, and those fields will not exist included.

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