Create a Simple Consulting Invoice Template for Administration Effortlessly

Simple consulting invoice template for Administration

in this video we're going to talk about  the basic customization of an invoice   so there's two ways that you can get to the  customization customizing an invoice you can   open an invoice here and go to customize  there's also up here under your list you   have your template list and then you can  customize them here so what i'm going to do   i'm just going to start in here you see the drop  down you can manage your templates which will open   up that template list again or do a custom design  and layout okay this is going to pop up you can   create a new design online and bring it in but  for now we're just going to customize data layout okay it's giving me a warning this is a a template  that comes standard with the program and they   don't let you override that template they make you  make a new one so i'm going to make a copy of this   one and go ahead and customize it now first  thing notice that the company information is   being pulled from the your company data which is  under this company drop down company information   okay so that's where that information is being  pulled from we're going to start with the basic   customization just for this video so first  thing i'm going to go ahead and use a logo   and if i pull up it's going to  i'm going to pull up our logo   okay so you see that logo popped in there you'll  have to watch the the video on layout designer   to learn how to make that a little bit better  placement and bigger all right you can select   a color scheme so do you want it to be maroon  black gray so we'll go ahead and stick with black   here if we switch over to maroon you can  see how it changes the background okay you can change the fonts here for the the  title the company name the title meaning   invoice the company name do you  want that to be a little bit bigger   uh we'll make that size 14 and underline it okay  so that shows up a little larger the address   the labels which are these things up here  the data fields you want to change the   fonts for the data fields the subtotals  label down here and the totals label   all right so you can change those fonts you can  also change those in the layout designer area   now here's where you decide what  information from the company   information shows up on the screen you want  the company name and address phone number email address wherever you want it so right  now it's sticking it down here again when we   go on to the next video on layout designer then  you'll learn how to move those things around   all right so i don't really want my email address  but i do want my phone number and what this is   saying is if it's a paid invoice do you want  it to print the paid stat paid stamp across   it so if it's a paid invoice and your customer  wants a a copy of the invoice marked paid that's   where you turn that on there so that is the  basic customization of a invoice in quickbooks