Customize Invoices in QuickBooks Online for Teams Seamlessly

Customize invoices in quickbooks online for teams

all righty guys welcome back so in the last video we learned how to create an invoice and send it so we can get paid but the invoice looked very funky and unprofessional in this video we're gonna spice it up and make it much more appealing to our customers so I'm not sure if you were with me a couple videos ago where we made custom estimates but it's pretty much the exact same thing so let's go over to you sales customers click on one of these options you can always click create invoice from here from the drop down menu and in the bottom middle it should say customize right here let's click on that and let's click on new style altogether and we'll just call this my invoice number one I'll just call it number one number one template so we've got the breakdown we've got design content emails don't worry about the payments yet it's direct big transfer or how to collect credit cards or bank cards we'll talk about that in the next video let's focus on these three right now design content and emails change up your template this is what we made in the last video looks funky or this is what it looked like from the last video the stuffs auto-populated change the template Airy modern fresh bold that looks okay but it doesn't have our logo on it make logo edits show logo yes I'm gonna make it a little bit smaller center-left now let's keep it on the right-hand side maybe your colors look completely different than mine what if you rock like a Home Depot Orange something like that that looks very it just looks funky with my logo be in that color I'm gonna go back to that but that's how you change your color you could select a different font you also have an option to print it out so you can see it in person not just via on your computer screen content this is what you want and what you do not want your invoice to display you click on you've got three little arrows over here you've got your numbers you've got your terms your memos your do dates payment methods did you recently change your address and now you need to update it shows discounts deposits get rid of the stuff that you do not need SKU number you want to add that you saw a lot of products and services amount rate quantity this and that play around with it and at the bottom down here we have here's our discounts and deposits we can put that in do you offer discounts do you offer deposits do you want to throw on a footer text thank you for your business 20% off of you referrals or promotional codes this and that so let's go ahead and we'll just call this thank you for your business thank you for your business showing up there in the footer I'm gonna make it a little bit bigger just like that now this looks night and day better than what we had before from the last video thank you for your business Larry's hot dogs invoice 1 2 3 4 5 you know what I gotta make that a little bit smaller let's go back to I'm gonna make the logo a little bit smaller there it is 1 2 3 4 5 5 at the bottom that looks funky but for the sake of tutorial I'm not gonna wait you guys it's time well let's just come back to there it is invoice number right there play around with it there's no right or wrong this looks pretty good for a small business this does not look half bad let's go ahead and click done bottom right corner and so when you're back to this and what you want to do is you want to pull up a invoice or something you created before it already shows up right there number one template and that is it that is how we created a custom invoice in or you know custom invoice and QuickBooks Online add your stuff to it save and send it and it's going to show up in that person's email that is how you create a custom invoice and QuickBooks Online it's good luck with this you guys are doing great in the next couple videos we are gonna talk about how to accept credit card payments how to click through 50 how to collect 50 percent now and 50% later maybe it's a CO d cash-on-delivery transaction and how to receive or record your payments into quickbooks online you guys have been great I love you I'll see you next video