Customization is a process where you can upgrade many things to attract clients and customers in a business. Every business wants quick Work like fast payments, invoice tracking, invoice automation, data privacy, and gaining insights. QuickBooks Online is designed to manage all those things. You just need to change invoice format in QuickBooks Online. There, you can automate your business with the latest digital upgrade. In this blog, we are discussing how to edit Invoice Template in QuickBooks Online in detail and also learn its types, importance, some key points, benefits, and some common mistakes to avoid.
What is Invoice Template in QuickBooks Online?
An invoice template is a reusable format in QuickBooks Online. That helps businesses to create bills for customers. It provides a simple and unique layout to put details like a unique invoice number, contact information, a list of products or services, etc. That helps a business to work better by making accounting simpler, improving cash flow, and building a strong bond with customers. QuickBooks Online provides many types and formats of Invoice Templates with unique customization options. Where you create an attractive and fully customized bill for your customers.
Types of Invoice Template in QuickBooks Online
| Types of Invoice Template | There Works |
| Sales Invoice | Request for payment after completing the delivery process. |
| PO Default Invoice | Records changes between the old purchase order and the new purchase order. |
| Recurring Invoice | Automatically generated at regular intervals for ongoing services. |
| Prepayment Invoice | Client completes the payment before completing their work. |
| Credit Invoice | It is used in the case of return or overpayment where an adjustment is needed. |
| Debit Invoice | A request for additional payment due to a mistake was made by charging a lower rate in the previous bill. |
| Overdue Invoice | An overdue invoice is sent when the due date is passed. |
| Mixed invoice | Both positive and negative entries can be included in a mixed invoice, except for regular invoices. |
| Quick Match Invoice | It speeds up the accounts payable process by matching an invoice to purchase order shipments. |
Invoice Template Formats in QuickBooks Online
| Invoice Template Formats | There works |
| Word Invoice Template | In this format, you can customize the basic things like font, color, logo, etc., as well as provide a creative look. |
| Excel Invoice Template | It is used to calculate something. Also, used to add some rules or functions in columns or rows. |
| PDF Invoice Template | This format is especially used for security reasons. It freezes all the original formatting and puts password protection. Therefore, unauthorised people can’t access it. |
Importance of Edit Invoice Template in QuickBooks Online
Edit invoice template in QuickBooks Online is a good thing. Which can help you to increase your brand visibility and make the process easy to connect with customers. There, you can add or remove specific terms, payment options, sales tax information, etc. By changing the invoice template in QuickBooks, you can maintain consistency and quality in your invoices and make your billing process more manageable and efficient.
Detailed Process to Edit Invoice Template in QuickBooks Online
Learn the above points or instructions. We all know QuickBooks gives access to Edit Invoice Template. But the question is, how to edit Invoice Template in QuickBooks Online? So here is the solution,
- First, log in to QuickBooks Online and go to the settings.
- Then select Custom form styles.
- Now choose the template that you want to edit.
- After choosing them, click on the edit button.
- There is another option where you can click on new style and then choose the invoices that you want to edit.
- Now click the Design or Content tabs to start customization.
- Then click on Done after completing the customization process.
Key Points to Change Invoice Template in QuickBooks Online
Recently, we learn how to edit Invoice Template in QuickBooks Online, but it is important to know which changes in the invoice template can provide better benefits and look professional. So here we discuss these key points that you need to change in the Invoice template and its process.
Change Colour and Font Design
Color, which attracts clients or customers to visit again and again, needs to be chosen carefully. Remember that you choose the color according to your logo and profession, which describes your business in a better way. Choose that font, which must look classic, elegant, modern, and sophisticated. That is actually a useful thing that defines your business and bill information in Invoice Templates.
Add a Custom and Professional Logo
A logo is the main and important thing in a business, which is the signature of a company. Using this logo, anyone can recognize your company. It is necessary to place in every paper of the company. Try to create a square or circular shape logo under 10 mb size to achieve the best look in your invoice.
Add a Discount to Your Invoice
To enable discount setting, go to the settings, choose account and settings, and click on sales. Now go to the content section, click on edit, enable the discount setting, and click on save and done.
Now you need to add this discount option to your invoice template. Return to the dashboard, follow the edit invoice template process, check the discount checkbox from the content section, and click on Done.
Benefits You Get from the Edit Invoice Template in QuickBooks Online
Common Mistakes to Avoid
When editing the invoice template, you need to know about the common mistakes and their solutions to avoid them.
- Wrong client details: After editing, recheck all the details.
- Missing and incorrect payment options: Carefully add the payment details and regularly check these details.
- Duplicate invoice: It can create confusion for the business and customer, so avoid duplication.
- Incomplete transactions: Always check for a correct transaction and then enter the transaction details in the bill.
Conclusion
QuickBooks Online is a real example of this digital generation. that automate many things and provide web-based access from anywhere. You can get a detailed option to edit Invoice Template in QuickBooks Online. There, you can edit everything in every step that helps to build your business and provide a better experience in your work. If you have any problem with editing the invoice template, then immediately contact QuickBooks Experts for an instant solution.