Does this also work for a logo that you add to an invoice or will it only apply to the invoice customization of text? My real question would be if I create a custom background then add a logo would this save both images?
Advertiser Disclosure: Our unbiased reviews and content are supported in part by, and we adhere to strict to preserve editorial integrity. QuickBooks Pro has many strengths, but invoice template creation just isn’t one of them. And the last thing you want is to send your clients unattractive invoices. In this post, I’ll teach you how to take your invoices from this to this without having to pay extra for a customized invoice template. Using eight simple steps and a bit of TLC, you can impress your customers with attractive, professional invoices in no time.
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![Invoices Invoices](/uploads/1/2/5/4/125459523/449260850.png)
How To Customize An Invoice Step 1: Select A Default Template Choose a default template. QuickBooks gives you four choices:. Intuit Packing Slip.
Intuit Product Invoice Slip. Intuit Professional Invoice. Intuit Service Invoice Once you’ve made your selection, click the blue “OK” button on the bottom of the screen. You should be taken to a screen that looks like this: Step 2: Add A Business Logo There are a ton of invoice customizations available. Most of these steps can be done in any order you please, so we’re just going to make our way down the Basic Customization screen.
To start, if you want to add a business logo, check the “Use logo” box. Then click “Select Logo” Browse your files to find the appropriate logo. Click on the file, then click “Open.” Step 3: Select A Color Scheme Select a color scheme using the drop-down menu. You can choose between:. Black.
Gray. Maroon. Green. Beige If you change the color scheme, your invoice will look something like this: Click the “Apply Color Scheme” button to see your color scheme choice in action. Step 4: Choose A Font To alter the font, use the scroll bar menu to choose what you want to change. At this point, you can choose specific fonts for these sections (there are further font customizations later):. Invoice title.
Company name. Company Address. Labels. Data.
Subtotals label. Total label Once you make your selection, click “Change font.” QuickBooks uses the Microsoft Word font bank on your computer to offer font selections. You can change the font, color, and size. Once your font looks right, click the “OK ” button in the top right-hand corner. Step 5: Display the Appropriate Contact Information Choose what business contact information you want to appear on your invoices. We recommend including your company name, company address, and phone number (at the very least).
Check the boxes next to the information you want to include. You’ll most likely receive a message that says: Don’t worry. We’ll address that in step 7, so you can click “OK” and ignore that message for now. If you need to update any of the company information included on your invoice, click the “Update Information” button. Enter the proper information and click the blue “OK” button when done. Step 6: Decide What Information To Include To change what information is and isn’t seen on your invoice, click the “Additional Customizations” button on the bottom of the screen.
You’ll be taken to a screen that looks like this: You can customize the invoice header, columns, footer, and print defaults. Simply check the boxes for the information you want to include and change the title if needed. Don’t click the blue “OK” button quite yet (unless you want to save a copy of your progress and continue customizing the invoice later). Step 7: Customize With Layout Designer Next, click the “Layout Designer” button on the bottom of the screen.
You should then be taken to a screen that looks like this. Note: The green boxes on the screen indicate envelope windows. Here’s where the fun begins. In the layout designer, you can change the size and position of all the information on your invoice. When you select a box, you can resize it, drag it to a new location, or click the “Properties” button for more customization options (like fonts, font colors, borders, fill colors, and more). You can add images and backgrounds to your invoices as well. The only thing you can’t customize is the fill colors of certain headers (Item Cost, Description, Price, Amount).
We added color to our invoice and an image which we used as a header. We also rearranged the placement of our data to make it more appealing. We also took time to make the invoice due date and total due clear for customers.
Tip: Use the “Copy Format” button at the top of the screen so you don’t have to reenter the same design formatting for every single box. When you’re done editing your invoice, click the blue “OK” button on the bottom of the screen. Step 8: Save Your Invoice Template Take on final look at your invoice preview. If you invoice looks correct, click the blue “OK” button. You’ve officially customized your invoices; now you can start sending them and getting paid!
Follow these same eight steps to customize your estimate templates (simply go to ListTemplates to find your estimate templates). If you have any troubleshooting issues, check out the or. Don’t forget to check out the rest of our QuickBooks Desktop Pro 101 Series to learn how to,.
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![Where does quickbooks for mac 2016 save images of invoices free Where does quickbooks for mac 2016 save images of invoices free](/uploads/1/2/5/4/125459523/939653222.jpg)
Outgrown QuickBooks Pro? Switch to QuickBooks Premier. It’s the same QuickBooks Desktop software you love but with more users and advanced, industry-specific features. Hi Stacy, Thanks for reaching out! So you clicked the “Other” box on the Custom Layout page, like in the picture below, right? What you’ll want to do instead is go to the “Layout Designer” button at the bottom of the Custom Layout screen.
Right-click anywhere on that Layout Designer screen where there’s not already a box. You should see a little pop-up menu. Choose “Add” and then choose “Data Field.” You should then see a list of data options, and if you scroll down you’ll see “Customer Phone.” Select “Customer Phone,” then click the blue “Okay” button and move the box to wherever you’d like it to appear on the invoice. Once you save your changes in Layout Designer, you should see your customer’s phone number automatically populated on your invoices. (You can create an invoice and view a preview of the invoice to make sure it worked correctly.) I hope this helps! -Chelsea Krause.
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