Create and Customize Your QuickBooks Invoice Template for Personnel Effortlessly

Quickbooks invoice template for Personnel

all right next we're going to move into the layout designer when we're customizing our invoices all right so i'm going to go up here to lists and down to templates again i'm going to edit this four lane invoice all right so it starts with basic customization we have the additional customization area here and then we're going to go into layout designer a lot of the times when i'm adding i mean i use the other additional customization area right to add what columns i want or what headers i want it's usually a little bit easier there than trying to add it from the data field here because there's a lot of data fields you can add from however if i'm adding anything else i usually just come straight to the layout designer because it's going to be easier because as you saw right when we added the basic customization it stuck the email address just in this random place down here so i still have to end up coming into the layout designer anyway to make sure that things aren't just randomly speckled around my invoice template okay so what does the layout designer do so first of all it gives us these little boxes so these are meant to be right an envelope box so you kind of have an idea of where to put things on the screen you want to make sure the return address is falling within this range and the address you're sending to is falling within this range here all right i can drag and drop boxes to move them around the screen so if i wanted to make my invoice i'm sorry my logo bigger i can make that logo show up a little larger here all right maybe i don't need to have my company name since i already have my logo there right it's in the name there so i'm going to go ahead and right click on this box and remove it okay i would also be able to hit that remove button up top okay if i needed to edit the properties of any of these boxes i could just double click on it i can change right the justification here so i can move it to center if i wanted to i can change the font here remember i said there's an easier way to change the fonts going forward so i can change the font to let's say let's find one that's rockwell okay and the size and the color i can add the border so right now there's no border around it maybe i wanted to have a border on the bottom or the top i'll just add those in there and i'll show you what it looks like okay so it's very similar to excel with the properties and then if i needed to fill the background for any reason i can do that here okay so then once i have that the way i want it to look i can drag and drop it over so that it shows up there if you're seeing anything right like wrap then you just need to come in here so see how it kind of wrapped around like that you just need to come in here and extend the box so that way it won't wrap around all right this field i can't edit right now because it's it's a data field right it's say it pulled my company address here but if i wanted to not pull it as a company address so let's say we had multiple addresses right and i needed to show all the addresses in here instead of just adding the company or the corporate address i can actually come in and add just a text box okay so text box says 7000 north mopac austin texas right so i add it like that i can still do all the different justifications i'm going to justify it to the left the borders etc okay so it adds it down here now i just drag that box up move it over okay now if i edited that box again like i don't like how it's in the center here and i don't really want to have the the um boxes around the outside edge or the lines around the outside edge i just double click on it i can add it edit right so i want it to say 7000 north period mopac i can say i want it to be on the top right vertical justification and then take out all the borders all right now if i get it to look let me make this stand out a little bit so let's do the text is going to be size 12. okay okay so i get this text to look a little different so if i liked this text here i can say copy format and then i can just start clicking on boxes so it copies that same format for me right so it changes them all to have that same font that same size and the same colors or anything like that that i had in there okay all right in this area of the layout designer this is the only place that we have an undo in quickbooks so you can if you didn't like something you just did you can hit undo and slowly take it back okay or redo all right so we can add text block fields we can't add data fields these are data fields that are pulling from other fields in quickbooks right so it's not just where i just could go in and free type in a box this is pulling from a field you have set up somewhere else so i could add their birthday that set up at the customer level i could add our internal company company name company phone number the customer credit limit email fax right so there's different information that we can add throughout here i can also add images so again if i didn't want to use my logo or i wanted to put an image in the background as an example back behind my items i could add images as well okay all right um if i wanted to rename fields here i can do it so terms if i wanted to just put in here t as an example i could change that here but of course the data i can't change because the data is going to be pulling from the actual transaction all right if i wanted to resize some of these so that they have a more you know uniform size what i can do is i can actually come in here so let me drag this box over to the side drag this box over to the side okay you want to make sure to keep track of right kind of keep those two boxes that are stacked on top of each other together because this sample doesn't say sample terms right so if i just stuck the sample over here and played around and then accidentally put this sample over there it might mess up my design a little bit okay but if i wanted them to have a a uniform size so what i do is first i click on the one i want to change and then i click on the size i want it to be right so and i hit the shift key and then click on the size i want it to be and then i change it to say size you could do it just height and width as well but i'm going to say size so then notice it moved whoops it moved that box now to be the exact same size as this one okay so same thing with this little field here i want it to be the same size as this t field so i'm going to click on this one this one i want to change and then i click on the one i want it to be hit size okay so that it modifies the size and now they're the exact same size okay down below totals on this area i've seen a lot be played with right moving them up on the field you know moving them up or moving them around you can add when you add some of the data fields that you can add on here are fields that are total so balance due fields you can add if you had sales tax obviously sales tax would be an option um you know the total so there are some different fields that you can add in here if we wanted to add a disclaimer or you know statement at the bottom again we could have done it when we did the additional information as the footer but i like to just come in here and add a text box so you know really important info and i'm just gonna paste it a whole bunch of times just so that it's long okay so again choose the border choose how i want it to be justified then it adds it here but i can just drag it down to the bottom make it wider right so that all the information is there also things that you print out if you take physical signatures on things anything or you want them to fill it out i've seen customers modify this right where they take the box they drag this up you know drag all those oops drag all these totals up keep double clicking on it and then down here below they'll do a whole bunch of add fields right to say add credit card information for payment later or like a a little dot dot dot dot so you know take off this portion and return it with your payment okay so you can really play around with this and get it to look you know quite different from what comes standard with quickbooks and then of course one of the other things that is important to know is that when you go in actually uh to our um right-click and edit in our template list we have the ability to download template templates um so you can download those from online you know quickbooks provides some different template layouts that people have created in the past so you can take a look at those and see if you want to use those as starter places the other thing that's really important to note is that if you want to you know i built out my four lane invoice but i want to use the exact same kind of layout for my sales orders as well so i can actually go in and edit this template or right click i'm sorry right click on the template actually you can't do it there you do it down uh below here i can come down here to templates and create and say duplicate when i say duplicate it's going to go in and make a duplicate right of the invoice but you don't want to select it as invoice you want to say i but i want it to be the type sales order so it's going to create this separate type right called for lane invoice now i probably want to go in and edit it manage my templates and say you know this is a four lane sales order instead and take away the copy of i also need to go in there because it duplicates everything so i need to go in there to additional customization and instead of calling it inv i need to call it sales order right and maybe instead of invoice number i need to change this to say so number so obviously there are going to be some fields that it keeps and maintains but you just want to make sure that you if you do that duplicate you come in here and you edit it to make it so that it doesn't say invoice on a sales order okay all right lots of information so go ahead and customize your invoice templates