Have you ever had a generic Invoice Template that needed customization?
In this blog post, I’ll show you how to customize an invoice template in QuickBooks.
I want to show you how the invoice looks before customization. To start, open QuickBooks, click the “Lists” menu heading, and then click the “Templates” item.
From there, open the Rock Castle Invoice and click “Print Preview.” You’re only opening this print preview so that I can better illustrate how generic the default invoice template is. This is the base from which we will begin customizing.
Close the Print Preview. This will bring you back to the page where we can customize the Invoice Template.
Adding a custom logo
The first part of customizing your invoice template is to customize the logo.
Navigate to the Basic Customization page
This page should have popped up once you backed out of the Print Preview. It is the first step in this customization.
Upload your Logo
This step has two parts. First, click the “Use Logo” button on the Basic Customization page.
Next, a box will pop up, allowing you to select the logo for your custom invoice template.
Once it’s uploaded, you will see your logo in the invoice preview on the basic customization page.
Changing Font and Color Scheme
You can update your Color Scheme from the default and select a font on the basic configuration page.
Update Company Information
Next, we’ll update the Company Information. To do this, click the button labeled Company Information. That will open up a dialog box containing the following tabs:
- Contact information
- Legal Information
- Company Identification
- Report Information
- Payroll Tax Form Information
You can customize the information in each tab to your preference or need.
Changing the Invoice Template Layout
To begin customizing your template’s layout, click on the Layout Designer button. This button will bring you to the Layout Designer page.
The green boxes represent where the printed paper would line up if mailed in a windowed envelope. If you plan on printing and mailing these envelopes, you should pay attention to what is displayed in these green boxes.
Items with a box around them, like “Due Date,” “Terms,” etc., can all be dragged and dropped to your chosen location.
You can play around with this as much as you like.
Click Okay or Cancel on the Layout Designer to return to the Basic Customization Screen.
For your final customizations, click the Additional Customization button.
On the Additional customization screen, you’ll see several rows with check and text boxes.
The first row is labeled Default Title. The text Invoice Ticket can be seen in the upper right of the preview.
Updating this text changes the text on the invoice preview to the right. The same goes for each row seen.
If you want to remove an item from the invoice, uncheck the Screen and Print boxes.
If you’re following along on your computer, you can see that the level of customization is far greater than can be covered in a blog post.
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Please see the video below for a walkthrough of the abovementioned steps.
