How To Customize Estimate Template In Quickbooks Desktop

How to Edit an Invoice Template in QuickBooks

Have you ever had a generic Invoice Template that needed customization? In this blog post, I'grand going to show you how to customize an invoice template in QuickBooks.

I want starting time to testify you how the invoice looks before customization. We will start past opening QuickBooks and clicking the "Lists" menu heading and then the "Templates" item.

From there, we will open up the Rock Castle Invoice and then click "Impress Preview." We are only opening this print preview so that I can better illustrate how generic the default invoice template is. This is the base from which we will begin customizing.

QuickBooks Invoice Template Print Preview

Next, nosotros will close the Print Preview. Closing this screen will bring us dorsum to the page we can apply to customize the Invoice Template.

Adding a custom logo

The outset function of customization that we will do to our invoice template is to customize the logo. To do this, we follow a few simple steps.

Navigate to the Basic Customization page

This page should take popped up one time yous backed out of the Print Preview. It is the commencement footstep of customization in this process.

QuickBooks Basic Customization

Upload your Logo

This step has two parts. Y'all beginning need to click on the "Use Logo" button on the Bones Customization page. One time yous click that, a box will pop up that allows you to select the logo for your custom invoice template.

QuickBooks Select Invoice Logo

And once it's uploaded, you lot volition encounter your logo in the invoice preview on the basic customization folio.

Changing Font and Color Scheme

On that aforementioned bones configuration page, yous can update your Colour Scheme from default and select a font of your pick.

Update Company Information

Next, we'll customize our Invoice Template by updating our Company Data. To exercise this, click the button labeled "Company Information." That will open up up a dialog box containing the following tabs:

Contact information
Legal Information
Company Identification
Report Data
Payroll Tax Class Information

Yous can customize the information in each tab to your preference or need.

Quickbooks Invoice Template Update Company Information

QuickBooks Invoice Template Update Company Address

Changing the Invoice Template Layout

To begin with, customizing how your template is laid out, click on the "Layout Designer" button. This push button will unsurprisingly bring you to the folio descriptively labeled "Layout Designer."

The first matter you might notice is the soft light-green boxes. These boxes represent where the printed paper would line up to if mailing in a windowed envelope. If you program on printing and mailing these envelopes, y'all desire to brand sure yous pay attending to what is displayed in these soft green boxes.

Invoice windowed envelope

At present let's say we wanted to rearrange some of the components of this invoice. Pieces that have a box effectually it, similar "Due Engagement," "Terms," etc., tin can all exist dragged and dropped to the location you cull.

The next footstep in customizing the layout is to go dorsum to your Basic Customization Screen by clicking "Okay" or "Cancel" on the Layout Designer. In one case yous're at the next screen, click the push just adjacent to the Layout Designer. That push is labeled "Additional Customization."

On the Additional customization, we'll see several rows with corresponding text. The first row is labeled Default Title , and in the title is the user inputted field of Invoice Ticket . If we inverse the coded field to something like Customer Invoice, the preview on the right-paw cavalcade would update and supervene upon that text. The aforementioned goes for each row seen.

If you wanted to eliminate the item from the invoice altogether, that is unproblematic every bit well. But uncheck Screen and Print, and those fields will not exist included.

If you're following forth on your computer, you lot tin see that the level of customization is far greater than can be covered in a blog mail. If you would like to see a video tutorial on how to execute the steps mentioned above, delight run into the video below.