Streamline Your Billing Process with Our QuickBooks Invoice Sample for Management

Quickbooks invoice sample for Management

now that you've had the chance to watch the  basic customization of an invoice template as   well as the additional customization of the  invoice template we're going to get into the   real fun which is doing the layout designer okay  so you click on once you're in your customization   you click on layout designer down here and you  see it's kind of similar to a grid edit so the   boxes can be you know you can drag them around  you can change the fonts on the different boxes   and you can customize this to be exactly how  you want it to look so first things first i'm   going to just drag these over here to start so  they get on my way and start moving from the   top left down notice how quickbooks does give  you on your template the little window so if   you're using envelopes to mail your invoices  these are going to be the windows open up   top for your company information as well as the  information on who the invoice is being mailed to   so i'm going to drag these down first and get my  logo looking great i'm going to make it a little   bit bigger and drag it over so that shows up up  in that top corner a little bit all right and then   you're going to take i'm going to take my company  and move it up and under there i'm going to make   this size a little smaller i don't need that extra  box not that it matters i could make it all the   way go all the way across the the page here as  long as i've got that left justification on here   so i can click on the box i can right click and  go to properties or i can go up here to properties   these are properties that are  similar or similar to what you see in   word or in excel it's got your justification  left right center if you want to indent   the first line of text so you can keep that give  it a little indent there if you want to justify   it vertically to the towards the top bottom or  towards the center and then if you want a certain   color in your font you can click on font here i'm  going to say i don't want it underlined anymore i   had it underlined from a different video i do  want it to be bold all right and instead of   black i'm going to go ahead and choose a blue  to match my little tv set up there okay then   you also have the choice to have borders if you  want to on the top bottom left and right do you   want rounded corners on your borders do you want  any pattern with your border and a certain color   as well you have an option to fill  in the background if you choose   okay so i'm going to go ahead and say okay  on this i've customized it as much as i want   so now it has my company i'm going to  move the address up underneath here   and make the box a little bit smaller okay so i  think that that looks pretty good notice how i can   move the box all the way up as close as i want to  have it up there but i think that that's looking   all right there now if i scroll down if you saw  in the different video i put my phone number down   here i added that in my basic customization the  phone number but i don't really want it to say   phone number because i think people understand  that so i'm going to go ahead and remove   this box but the phone number still stays so i'm  going to move this up and i'm going to put it   up here under my address but i want it to be in  the same format as my address so what i can do   is i click on the box i say copy format and then  it gives me a little paintbrush and i click on the   box that i want to be changed to the same  format as the first you know where my address is   so i'm going to click on that and notice it picks  out that same format make sure you go here to say   end format because then if i start clicking all  of these it's going to change their formats too   so i say end format and then it gives me my  phone number in the same format as this okay   i might have to go in and make it left justified  though now we've got it all looking correct okay   now you have the bill to information you might  not want to say bill two you might want to say customer so you can change the labels on these  fields or you can change you know you can change   it to whatever fits your business okay i don't  need it to be indented i don't want a border and i want it to be black is fine and no background color okay so now  it says customer actually now i look at that i   want it to be a little bit larger so i want it to  be a size 12. okay and then you have your customer   bill to information that comes from the invoice  make sure i want it to fit in that window there   so i'm going to go ahead and make sure  that the text is as large as i need it   i think i'm going to copy the format from this and  paste it down there okay and end the format there all right so then of course you can move these  around if you want your date and your work order   number to be separated out maybe you want to go  ahead and make this box the same height and width   so if you push on the box and you push the  shift key shift and you select the other boxes   and you can click this and say i want them to  be all the same size so when i click that notice   they all change to the size of the original box  okay this is also the only place in quickbooks   that they have the undo button so if you didn't  like what you just changed you can always click   undo and then it moves them back to where  they were but i'm going to switch that size up   okay so i want the invoice date under here the  sample work order number and then if there was   anything additional that i had as a header maybe  the terms i want up under here too okay so if i   wanted to i'm gonna again click on this click the  shift key click on these two boxes click size oops let's see undo here there we go so i'm going to move them up under the  terms area okay thank goodness for the undo key   and the po number is kind of just sitting out  here so maybe i want to do that up here as well   so i shift i click on these shift click  on my weight the size i want click size   and it moves it all down to that same size so  i can stick it up under here all right so now   you can scroll down and see what are the columns  that i want what are how do i want them to look do   i want them to be a little bit wider quantity is  not a big column maybe i want that to be narrower   so that i have more room for the description price  is hopefully a pretty big category but not too   too large you know i want to make those smaller  then i have plenty of room for this description   maybe you don't want it to have you know your  invoices aren't that long so you can drag   the bottom of this box is sample text that's not  what i'm looking to drag i'm looking to drag this   up because i really don't need that much on  my invoice then i can have a area down here   for that long disclaimer that we talked about all  right so i'm going to go ahead and remove some of   these extra boxes down here i'm going to arrange  my subtotal so that it shows up the way i like it   my sales tax don't forget the boxes that  actually have the information in them   and move my total up as well all right total there we go and then there's also the  choice to add additional fields okay   so if you want to add a text box  you can add a text box for free text   you can add a data field if i click on a  data field i can add my tax id number to here   i can add the balance due from the customer  as a whole i can go down there's all these   additional and this additional information  that you can add to this invoice template okay but for now i guess i chose that so essentially  when i do trainings of people i usually show them   just this and then i say have fun because it is  it is a lot of fun you get to design your invoice   to look the way that you want it to look you don't  have to use just a standard out-of-the-box invoice   and you can customize it  as your business grows too