Collaborate on Quickbooks Custom Invoice Template for Customer Service with Ease Using airSlate SignNow

Quickbooks custom invoice template for Customer Service

today we're going to look at how to personalize your invoice template in QuickBooks online with the new layout customizing your invoices and sales forms is simple and enhances your business Communications let's go over how to customize your invoice template in QuickBooks Online to match your company's branding and choose what your customers do and don't see on the invoice you send let's get started to create or edit Ed an invoice template first select settings then custom form Styles every company starts with a standard default template you can select new and start from scratch to create a style for one specific form or just edit the standard style to make changes to all your forms at once for our purposes we'll choose invoice let's start in the design tab this is where you decide the overall look of the template as you make changes you'll see a preview of the changes select a template to decide the basic layout every good invoice needs a logo select add a logo and then select the box with the plus symbol to upload your company's logo the colors on your invoice change based on your logo but you can select try other colors to change that you can also change your font and layout settings like the margins if you want to print your invoice onto letterhead paper lay out forms so that when they're printed they fit into a window Dem envelope note that this isn't available if you choose the fresh or bold template next select content to update the information you want to include on your invoice forms invoices have three sections the header table and footer select any of these sections to edit them in the header choose which contact information to include when you send forms and invoices to customers the form name appears towards the top but you can turn this option off and change the name of each form most businesses include the transaction number but you can turn it off you can also choose whether to number transactions manually finally choose whether to show shipping information terms and custom Fields these options depend on your company's sales settings information about what you're charging your customer for is in the table section an account summary is optional but handy if you send invoices to customers who already have balances with this option on your customer sees what they owed before the invoice as a balance forward the new charges and then a total go to the activity table to customize the details about the products and services you're charging your customer for this is where you can edit and reorder the service date product or service name description quantity rate total amount and SKU fields your customer will see anything with a check mark so you can choose what's shown and what's not drag fields to reorder them select edit labels and widths to change the column labels and widths enter the new label in its field and use the bar to widen or shrink a column column sizes have finite space so you may need to shrink one before widening another there are additional options available decide how the invoice groups time whether to show how much of an estimate has been invoiced through progress invoicing and how to display markups and billable expenses these features appear if you turn them on in your settings in the footer include information about discounts given and deposits received if creating an invoice based on an estimate include a summary personalize your messages to customers on sales forms and enter a separate message for estimates there's also an optional field for footage text usually used for disclaimers once everything looks exactly the way you'd like select done to save additionally with the new version of invoicing and estimates you can personalize your forms while creating them using the manage menu and design options directly on the form if you have a lot of invoice data that needs to be imported to QuickBooks you can try sarant transactions thousands of accounting professionals use this application daily to simplify their accounting processes that's it [Music]