Create Your Retainer Invoice Template for Teams Effortlessly

Retainer invoice template for teams

and now we will learn how to customize forms and   QuickBooks and for attorneys this  means creating a retainer receipt transaction documents include things like  estimates invoices sales receipts credit   memos and even other things like checks and bills  and this type of thing and we've all dealt with   these types of documents before QuickBooks  allows you to edit the way these look so you   can customize them for yourself even if you're not  a law firm there are many things you can edit in   these documents you can edit the columns you can  edit the positions of the fields like where does   the address show up where does the client's name  show up where do you put the date you can add or   remove fields of information based on your company  or your firm's specific needs you could even put a   company logo on any of these documents that I've  been speaking about however if you are a law firm   a credit memo is really a retainer receipt and  when a client pays you retainer which means it's   money in advance before you perform the service  they have a credit balance with you that's why you   might call it a retainer receipt but QuickBooks  knows it's a credit memo because when you give   it to the customer the customer paid you in  advance you owe the customer a future service   and the customer has a credit balance you can  explore other possible changes that you would   like to make for your law firm in any of the open  windows that we will explore as we do this now   there are three steps to making a new template  first you have to make a copy of the existing   temple so let's go to QuickBooks and let's do this  customers and then we'll find create credit memo   refund click here now notice this says credit  memo and this behaves as a typical QuickBooks   document would ok we can remove the ribbon we can  open a panel on the right we'll look which I will   explain about later on something nice and handy  okay but right here the most important thing is   where it says template now QuickBooks comes with  several templates for each of the different types   of transaction documents that I mentioned earlier  even though it's still a credit memo you could   choose this template and simply the words would  change return receipt notice even some of the   columns and some of the columns heading changed  look the credit memo template is here there's   a purchase order number return receipt it's now  a rep so you could put whatever fields you want   on your credit memo but in the title bar it'll  always still say credit memo refund now the way   to get into the windows that allow you to make  your own and then edit this is in the ribbon   click formatting click manage templates and now  you are in the manage templates window now you   saw there were only two existing templates that  QuickBooks gave you in order to make your own you   have to click copy so pick one that's the closest  to the one you want and click copy once you copy   you will see there are now three on the list and  one of them says copy of the other one that one   is yours click on it so it's selected then come to  the right and name it what you want it to be named   in this case we want to name it retainer wrist  see because this is what we will give to the   client when they pay in advance and then click OK  we show up here at the basic customization window   and you can explore an experiment changing the  look of your credit memo you know changing the   look of your retainer receipt you can explore  clicking here and inputting your company logo   and so forth but the place we need to change is  right up here in the top right we need to change   the word credit memo to retain a receipt in order  to do that we click additional customization and   again you can explore and experiment with all of  the different options in this window we will only   click the header tab and change the default title  from credit memo to retainer receipt then when   we click OK we click OK this is just telling you  about another feature called the layout designer   which is down here which gives you the ability  to even make further customization so we click   OK and click OK again and click OK a third time  and now we have this template retainer receipt   so if we want it to say credit memo we choose  this but if we want it to say retainer receipt   when clients pay us in advance for services  we will give them we will choose this template