The next step in customizing the layout is to go back to your Basic Customization Screen by clicking “Okay” or “Cancel” on the Layout Designer. Pieces that have a box around it, like “Due Date,” “Terms,” etc., can all be dragged and dropped to the location you choose. Now let’s say we wanted to rearrange some of the components of this invoice. If you plan on printing and mailing these envelopes, you want to make sure you pay attention to what is displayed in these soft green boxes. These boxes represent where the printed paper would line up to if mailing in a windowed envelope. The first thing you might notice is the soft green boxes. This button will unsurprisingly bring you to the page descriptively labeled “Layout Designer.” To begin with, customizing how your template is laid out, click on the “Layout Designer” button. You can customize the information in each tab to your preference or need. To do this, click the button labeled “Company Information.” That will open up a dialog box containing the following tabs: Next, we’ll customize our Invoice Template by updating our Company Information. On that same basic configuration page, you can update your Color Scheme from default and select a font of your choice. Once you click that, a box will pop up that allows you to select the logo for your custom invoice template.Īnd once it’s uploaded, you will see your logo in the invoice preview on the basic customization page. You first need to click on the “Use Logo” button on the Basic Customization page. It is the first step of customization in this process. This page should have popped up once you backed out of the Print Preview. To do this, we follow a few simple steps. The first part of customization that we will do to our invoice template is to customize the logo. Closing this screen will bring us back to the page we can use to customize the Invoice Template. This is the base from which we will begin customizing. We will start by opening QuickBooks and clicking the “Lists” menu heading and then the “Templates” item.įrom there, we will open up the Rock Castle Invoice and then click “Print Preview.” We are only opening this print preview so that I can better illustrate how generic the default invoice template is. I want first to show you how the invoice looks before customization. Have you ever had a generic Invoice Template that needed customization? In this blog post, I’m going to show you how to customize an invoice template in QuickBooks. How to Edit an Invoice Template in QuickBooks
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