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Customizable invoice template for organizations

hi i'm rachel from gentle frog please like comment and subscribe for more content if you're having issues with your bookkeeping please follow the link at the end of the video to schedule a one-on-one appointment with me thank you in this video of customer quickbooks training i'm going to show you how to modify your invoice so let me first take you to my sample invoice for my make believe consulting company i'm going to click on create invoices and then at the top of the screen i'm going to choose print preview because i want you to see what we're starting with this is what our invoice template currently looks like in the upper left hand corner we have our business name our address kind of our boxes around everything and then at the bottom we have these other lines they don't really line up maybe when you look at this you think oh my gosh that that's not how i want my invoice to look i want to show you how you can modify it so when i'm in the invoice i can come up here and click on formatting it's just above the little disk for save and then i can say customize data layout it says okay you can do this but the one you're about to customize this template called let me show you uh called intuit professional invoice you can't change that you have to make a copy and then you can change it so i say all right customize the layout make me a copy right now what i can see in the upper left hand corner is that my template is called copy of intuit professional that's important to know because i can rename it later and also if i don't want to rename it i'll know what it's called so that i can find it the first tab which is selected is called the header tab it just says okay which of these titles do you want to have display the first column is screen so what do you want to display for yourself the person using the quickbooks and the second is print what would you like to display when you print or email this to your client if i uncheck the word invoice i won't see that showing up when i send this over to my client i'm definitely going to leave it checked let me find something i may not want to send so bill to ship to this is for consulting services so i wouldn't have a ship too but i'd have a bill too i might not call it bill to i might just call it customer so it's going to replace this text over here on the right with the word customer so you can kind of see that if i wanted to to include po number maybe i'm working with organizations that issue a po number i can reference that i don't have to the terms it doesn't have the terms on the print but maybe i'd like it to i really want my client to know when stuff is due so i'll put terms and i'll say also include the due date this pop-up by the way just says these fields may overlap and i can fix that later so now terms and due date you kind of get the idea of the stuff you can toggle on and off the second tab is our columns tab let me go ahead and click on that and show you what options we have when we click on columns we can see right now that the only columns displaying is description and amount what we can add if we want is the item item if you remember that's when we say here's what we've sold and we kind of give it a shorthand description it's available to us on the screen but it doesn't display for our client on the invoice they just get the long description of what we sold them if i toggle and i say print the item onto the invoice then there'll be this column here i don't really see the upside for printing the item so i'm going to leave it unchecked then there's quantity and rate when i look at the preview of what the invoice looks like that the client will see i can see there's a description and there's a total amount but there is not a quantity in a rate if you wanted to add it you certainly can so you can see what it looks like now and then there's other so if you had custom fields you can add that we're not going to the third tab is for your sales order columns i'm going to go ahead and ignore that for now the fourth tab is the footer that's your custom message your total you can add stuff such as balance due balance due is useful in case a client had paid toward an invoice you want to be able to show them originally your invoice was for this much money you've made payments and here's how much is left you kind of get the idea you