Create Your Perfect Invoice Layout Template for Planning

Invoice layout template for Planning

in this video i'm going to share with you how to customize your quickbooks online invoices discover how you can have a little bit of flexibility on the appearance of how you want your invoices to look all right so let's go ahead and get started our first requirement basically is to get to the custom form styles now there's a lot of different ways you can get there i'm here by clicking on the gear icon and then selecting custom form styles this will take you here this is going to give you the standard default which comes with quickbooks and if you have other invoices that you've created that are on this appearance here you can edit individual ones here so my recommendation is start off with the standard one edit the standard one get that exactly how you want it to be as kind of like the master one and then if you've got more than one quickbooks users that wants to use different appearances of quick invoicing you can build out other ones you can see on the top right hand corner we have new style and there's one for an invoice an estimate and a sales receipt so all three of these forms they are different you know i can create an invoice that will have a different style to it i can create an estimate as well and so we would we would just we want to work on those scenarios there now the other option that you have is while you're in an invoice you can definitely come down to the bottom and click on the customize button and from here it will let you know it's very important we'll let you know which one do you have selected so it's very easy to send an invoice out and not realize which option you have selected so be aware of that definitely be aware of that so if i were to click edit current it would be editing the progress invoicing template here if i switched it to standard and i come back here and i can see i'm under the standard one click edit and that's going to take me straight into customizing the standard one here okay so i'm going to work backwards from right to left i'm going to start with emails and on the emails you have the ability to have a default message if you are using quickbooks as the email editor you have a default here with a variety of different settings here and reminder emails as well how you would like to to see those kind of notes there also we have how you like your invoice appear full details or summarize details so full details versus summarized this is summarized this is full details we're going to have things broken out in other words if your invoice has 10 line items down below you'd have 10 items here if you want it all rolled up you would do that okay so you can modify the invoice estimate sales receipt messaging here all right next content so we can click on the top part which is called the source we can click on the middle section sections called the targets and we can click in the bottom where we have the the footer and the the summary totals therefore so i'm going to start with clicking on the top part and what we see here is the ability to manage how you would like to have in the header section whether you want address forms all that you'd have that information here then on the form itself you have the appearance of how you would like it to be displayed invoice estimate you know some folks might want to call this a quote some people customers like to see hey send me a quote so you can change it to here quote as well credit memos form numbers okay and then further down we have display we can have shipping turned on or off the terms turned on or off the due date expiration date setting here and then with custom fields depending what version of quickbooks you have you'll have more opportunities with custom fields as you advance in your versions okay so quickbooks advance you have a full gamut of custom fields quickbooks simple start not so much you don't have as much options there okay so then i'm in the middle section here this is helpful here edit labels so sometimes you want to get very particular as far as notice how you can slide things around where things are going to kind of fit and so there's more options in here to manage on it and then at the bottom in the footer area we can put notes at the footer text that you'd like to have maybe for i've seen in the footer section i've seen some you know display text here maybe a company vision or mission statement coming here maybe some information on a sales rep phone number or different scenarios that that could be different for each one so that is our footer area and then now i'm going to start on the design tab and let's take a look at the six styles that you have so these are the six different styles okay once you pick one then you can get into the logo edits and so logo can be large medium or small it can be on the left middle or right side and then we have colors so you can bring in your own color palette to match your logo or pick up one of the defaults here with the fonts we have just i guess four choices here at this point of time here size and then the print settings all that your margins get really specific in there so that's it that's how you can create a custom invoice when you're done you would have the ability to hit done okay and then that would roll up into that scenario there so let me open up a an old invoice here and if i want to see how this is going to look i can click print or print preview and i can see that information right there awesome now if i was wanting to use a different style i would just hit customize and if i've built more than one invoice style i would just switch it out and then go back into print print anytime you hit printer preview it's it saves saves it and then it will get you into it alright so you can see this is a different style and it's got that footer i just messed around with to show you that information right there down here i hope you guys like this video here be sure to send me a question if you have one at steve chase at sequentialsolutions.com use the link in this video description below for the best discount that you can get with quickbooks i've got a promotional discount that will get you at the time it's 30 off for your next 12 months so that is something you want to take advantage of if you're thinking about creating a brand new quickbooks online account that's the best discount you're going to get out there i believe and hope everybody has a great rest your day thank you for watching subscribe and like this video