Checking this will include the account summary table above the main table. In the table section, you can start by deciding whether or not you want to show the account summary. The Table section shows the line items of the invoice, along with a few other pieces of information.
#CREATE CUSTOM INVOICES FOR USE WITH QUICKBOOKS PLUS#
Lastly, you can add custom fields by clicking the plus icon next to the custom fields text. You can also change or not show the name of the form, so it does not have to be called an "invoice." Form numbers and custom transaction numbers can also be shown or hidden.Īlso in the header, you can choose whether or not you want to display the billing address, shipping, terms, and due date. You can also choose to not show any of those by unchecking the box next to each. You can also add an address or website by clicking on the plus symbol next to each. In the header, you can edit the business name, phone number, and email.
Click on the pencil icon next to the section that you want to edit. The form is divided into three sections: the header, the table, and the footer. The content tab lets you make direct edits to the form. You can set the page margins, fit it to a window envelope, or use letterhead paper. The last section in the Design tab lets you edit print settings. You can also change the font size from here. You can choose between Helvetica, Arial Unicode MS, Courier, and Times New Roman. The next section is titled Select a Different Font. You can also search online for more colors based on hexadecimal values. If your company's color is not in one of the presets, then you can enter its hexadecimal value into the textbox. Here you can select a highlight color that will change header fonts and table background colors. The next section is called Splash on Some Color. You can also just hide it by clicking where it says Hide Logo. You can delete the logo by clicking on the plus button and then hovering over the logo and clicking the X icon. You can also align it to the left, right, or center. Here you can add a logo and choose whether you want the size to be small, medium, or large. Clicking on any template will let you preview it on the right.īelow the Change Up the Template is the Make Logo Edits section. These include Airy New, Airy Classic, Modern, Fresh, Bold, and Friendly. Directly below, you can choose from several different premade styles in the Change Up the Template section. You can switch from Design, Content, and Emails.Īt the top of the Design tab, you can name your template. The tabs at the top left let you switch between different settings. Choose Invoice from the dropdown and then the new invoice page will show up. The New Style button is a dropdown, so you will choose between an invoice, estimate, or sales receipt.įirst, let's make a new invoice. To start making a new style, click on the New Style button at the top right. You can also create separate styles for invoices, estimates, and sales receipts. You can edit the standard form if you just want to make minor changes while having all the templates look the same. In the list, you can see columns for Name, Form Type, Last Edited, and Action. This form is used for invoices, estimates, and sales receipts. Here you will see a list of saved styles. That will open up the Custom Form Styles page. To start customizing forms that your customers will see, click on the gear-shaped Settings icon in the Header, then go to Account and Settings under the Your Company heading.Ĭlick on the Sales tab and then on the Customize Look and Feel button. You will see how you can use special fields to make your template compatible with QuickBooks Online. You will see all the options available and see how the master form style works and also how default template files work.Īdditionally, you will learn about importing your own template files from Word.
In this article, we will take a look at how you can customize forms. A well-designed form will make your company stand out above others. When creating forms that you and your customers view, it is important to make sure that they look good. QuickBooks Online creates all sorts of forms.
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