Create Your QuickBooks Custom Invoice Template for Financial Services Effortlessly

Quickbooks custom invoice template for Financial Services

Hi, this is Geoff from Method, the #1  automation tool for QuickBooks users. Today, we're going to look at how to personalize  your invoice template in QuickBooks Online. Customizing the appearance and  layout of invoices and sales   forms is a simple yet effective way to  enhance your business's communications. As a Method user, you'll gain  complete control of the design,   creation, approval, and payment of your invoices. Thanks to Method's fully customizable platform  and two-way real-time sync with Quickbooks,   you can deliver professional invoices that are  easy to understand and get you paid faster today. Let's go over how to customize your  invoice template in QuickBooks Online   to match your company's branding and how to   choose what your customers do and  don't see on the invoice you send. Let's get started! 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. Just 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 the   colors of 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,   you can also lay out forms so that when  they're printed, they fit into a windowed   envelope. But this isn't available if you  choose the fresh or bold template above. Select 'content' to update what 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, you can choose which contact  information you want 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 you can also change the name  of each form. Most businesses include the   transaction number, but you can turn it off. You  can also choose whether or not you want to number   transactions manually. Finally, choose whether  or not you want to show shipping information,   terms, and even 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 it's handy  if you send invoices to customers who already   have balances. With this option turned 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, name of the product or service, description,   quantity, rate, total amount, and SKU fields.   Your customer will see anything with a checkmark,  so you can choose what's shown and what's not.   You can change the order the fields are listed in;  just drag it where you want it to go like this.   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 a finite space, so you may  need to shrink one before you can widen another. There are a few more options available. You can  decide how the invoice groups time, whether or   not you want to show how much of an estimate  has been invoiced through process invoicing,   and how you want markups and  billable expenses to appear.   These additional features appear if  you turn them on in your settings. The last section is the footer. This is where  you can include information about discounts   you've given customers and the deposits you've  received from them. Also, if you're creating an   invoice based on an estimate, you can choose to  include a summary. You can also personalize your   messages to customers on sales forms and enter  a separate message that appears on estimates. Finally, there's an option field for  footer text that appears at the very   bottom of sales forms. This is  usually used for disclaimers.   Once everything looks exactly the way  you'd like, select 'done' to save. Remember, if you want to personalize your  invoices more, Method is the perfect way   to do this. Thanks to its real-time two-way  Quickbooks sync, add anything to your invoice   template, from a 'Thank you' note that  automatically includes your customer's   first purchase date to social media icons  that link to your company's accounts. Get   full control over the creation, approval,  and payment of your invoices with Method. Start your free trial at method.me. No credit card or contract required.