Customize Invoices, Sales Receipts & Estimates in QuickBooks Online

Customize Invoices, Sales Receipts & Estimates in QuickBooks Online

How To Customize Invoices, Sales Receipts & Estimates in QuickBooks Online

In today article we will discuss How to customize invoices, sales receipts and estimate in QuickBooks Online.

Why is it Important to Customize Invoices, Sales Receipts, and Estimates?

The default, QuickBooks structures are not fully intelligent looking and may not contain full express for you have an effect on client data. It’s vital to regulate deals frames past, they are a sky of your issue. Since deals structures are sent to your clients, you compulsion them to be gifted looking and incorporate the level of resolving data that your clients expect even if giving them once a receipt to a covenant or a gauge for performance that you intend to understand once more for them in the set against and wide along on.

If you want to change invoice, sales receipts, and estimates in QuickBooks Online then you can definitely customize these, plus you can control which data entry fields are available on sales forms.

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To change the style of sales forms:

  • Tap the Gear icon > Custom Form Styles.
  • To change the Standard style for all types of forms, click on Edit button. Or, click on the New style and then select Invoice, Estimate, or Sales Receipt from the list in the drop down menu to start a new style.
  • Go through all the tabs at the left to experiment with the changes you can make, On the Customize Form Style page. For example:
    • Design – click on the following options along the left
      • Dive in with a template – Use to select a different template.
      • Make logo edits – Use to add or edit your company logo.
      • Splash on some colour – Use to change colour palette. You can use HTML colour codes.
      • Get choosy with your font – Use to change the font. To know font type drop-down characters on invoices, set Font and line height to Arial MS (Multilingual).
      • Edit print settings – Use to adjust how form will print
    • Content – click to the preview on the right to select the section of the form you want to customize
      • Header – click the top of the preview. If you want to update your business information then you can that shows on forms along with basic information In this section.
      • Table – click in the middle of the preview. In this section, you can select the fields you want to show on the form, including the Account Summary. To Show more activity options for more options
        • Description column width is not editable directly. Editing the Product/Service column width can help adjust the description column width.
      • Footer – click on the bottom of the preview. In this section, you can select what information to show on the bottom of the form.
    • Emails – you can choose the default email message you want to send with your Invoice, Estimate, or Sales receipt. You will also have an option to set up reminder emails here.
    • Payments – you can select what payment methods to have appeared on invoices sent by email.
  • Once the preview looks the way you want it to on the right you can then click either:
    • Preview PDF – to get a better view or to print it out
    • Save and Exit and you’re done!

If you added a new style, you’ll see it listed on the Customs Form Styles page. To make a form the default click the drop down next to Edit > Make default

Here’s how to assign it to a new form you’re creating.

  • Click on Customize.
  • Click on the template you want to use or Edit current.

Add or remove certain data entry fields directly on an invoice.

  • Click Create button (+) > Invoice.
  • Click on Gear icon.
  • Add any available fields or columns.
  • Click X icon to close.

Watch this video to learn more about How to customize invoices, sales receipts and estimate in QuickBooks Online

I hope you find this article useful. If you have any query related to this or any other topic, you can call QuickBooks Online Support Number +1-855-441-4417.

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