How to Customize Invoices in QuickBooks

QuickBooks comes with ample options and the invoice is one of them. Making invoices and editing invoices as per user choice is one of the best features of QuickBooks. Generally, QuickBooks is used by a small and medium-sized business as gradually it is becoming the world’s most wanted accounting software among the users. Today’s article will cover how to customize the invoices. You can use the invoice to record sales transactions from the customer who are paying or who are not paying and even for those who are paying the partial payment.
QuickBooks offers may of invoices and you can easily customize them, let’s see in the below article.

How to customize the QuickBooks invoices

  • Open the QuickBooks, in main menu bar click customers
  • From the drop-down menu select create invoices
  • Click the print preview button to see your current invoice template, you can also send an email attachment. It helps you to decide how you want to customize the template or invoice. Click close button to exit the screen
  • Select manage templates from the options under the customize drop-down menu
  • To see how it appears, click on each template to in the template gallery
  • Click OK to select and open your preferred template
  • From the options panel, select your customizing preference. QuickBooks always allows you to customize every part of the invoices, including adding and removing your company logo, changing the appearance and position of the company name, contact information, invoice title, etc.
  • Click the print preview button to see how customized invoice appears
  • Click ok to save it
Using QuickBooks you can also create the invoices. Let’s see the below process.

How to Create an Invoice

  • Select create invoices from the home screen or customers menu
  • From the customer, Job drop-down, select customer, or customer job. It customer or customer job is not there you can choose to add new
  • Fill the information such as Date Invoice, Bill to and terms
  • Select the items in a detailed area
  • If you want to apply for the discount you need to create a discount item
    1. Go to the list menu from home screen
    2. Select Item list
    3. Right-click and select New
    4. From type drop-down select Discount
    5. Mention the item name and Description
    6. In the amount field, enter the discount amount or percentage, if the discount amount varies leave the field blank and fill the amount on sales form directly
    7. From account, drop-down select the income account you want to track discounts you have given to the customer
    8. Select a proper tax code for the item
    9. Select ok
  • Save and close
Creating invoices and customizing the invoices as per the needs is one of the best features of QuickBooks and users can get many benefits. The above steps will surely help you to customize and create the invoices, if you are confused and facing any error, simply get connected to QuickBooks Helpdesk.

Need Help?

For more help or information simply get in touch with the QuickBooks Helpdesk Team. Technicians are available 24*7 to support you with all the possible errors and issues within time. Technicians are polite, quick listeners and are having years of experience in the same domain which makes enhances their quality and problem-solving skills. Just connect and open many problems solving ways to your issues and errors.

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