Streamline Your Workflow with the Best Invoice Template for Mac for Teams

Invoice template for mac for teams

i can customize any form in quickbooks let's take this invoice that i have for example now remember when i'm in any form in quickbooks it always looks the same in the top left i can click on the i icon if i want to preview how it's going to look to the customer and i can click on the i again to go back to editing it i can also change the template by clicking the drop down now quickbooks does usually give me a number of choices per each transaction but i can also create my own or edit the current template now i can choose to edit the current template but in this case i'm going to select new template because that way i'll know if i ever want to go back to the old one it will be there untouched so i'm going to create new template this gives me a starting point and it brings me into the layout designer where i can make changes so let's start by making a basic change here's a block of text where it's the bill to address of the customer if i don't like it where it is i can click with my mouse and drag that entire block somewhere else on the page you'll notice the snap two lines appear while i'm dragging it around on the page so i can move it around and place it anywhere i want the next thing i can do i can add fields directly to the form for example if i click the fields button it brings up a dialog box with fields that are customizable to an invoice now this list of fields is going to change depending on what form i'm currently editing so i can choose not to have my company address show up i'll uncheck the print button and you'll notice on the left side that the address has gone away i'll put it back and i can also add things for example my company's website once i'm done choosing any fields and you'll notice that i can click through all these tabs and place check boxes next to things that i either want or don't want for example if my business doesn't use po numbers i can uncheck these it's the same thing with terms so when i'm all through going through what fields i want to add i can close out of this checkbox and for all the changes i've made i can get them lined up how i want them i can also change the font properties for example i can click on the name of my company and select format from the top menu select font style and i can bold it i can also make the text a little bit bigger i can insert images also i'll click the add image button and i'm brought to an ad image dialog box where i can browse my file system and choose something like a company logo select the image and click open it appears on the form and now i can drag it around to wherever i want it to show up on my invoice when i'm all done making my changes i can select file save as and now i need to give my new template a name i'll call this two trees invoice click the blue ok button and now i can close out of the layout designer now by default it lets me choose from the two trees invoice from the current choices of my invoice and at any time i can click this preview button and here's what my new customized invoice is going to look like when i send it to this customer so that's how easy it is to customize any form i'll close out of this and i'll come into an estimate and i can do the same thing i can choose new template i'm brought to an estimate and again i can add an image put my logo on it drag it to where i want to and i could get everything else set up choose file save as and then i'll call this to trees estimate click ok close out and now i can come in in my standard estimate and i can pick my two trees estimate and i'm often running with the new estimate that has my logo on it so that's how easy it is to customize any form that you want to in quickbooks