How To Change A Template To Landscape In Quickbooks

How to Edit an Invoice Template in QuickBooks

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

I want first to show you how the invoice looks earlier customization. We will showtime by opening QuickBooks and clicking the "Lists" bill of fare heading so the "Templates" particular.

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

QuickBooks Invoice Template Print Preview

Next, we will shut the Impress Preview. Closing this screen will bring us back to the folio we tin can use to customize the Invoice Template.

Adding a custom logo

The beginning part of customization that we will do to our invoice template is to customize the logo. To do this, we follow a few elementary steps.

Navigate to the Bones Customization folio

This folio should accept popped upwardly once you backed out of the Print Preview. It is the first footstep of customization in this process.

QuickBooks Basic Customization

Upload your Logo

This step has two parts. You first need to click on the "Utilize Logo" button on the Basic Customization page. One time you click that, a box will pop upwardly that allows yous to select the logo for your custom invoice template.

QuickBooks Select Invoice Logo

And one time it's uploaded, you will encounter your logo in the invoice preview on the basic customization folio.

Changing Font and Colour Scheme

On that same basic configuration page, you can update your Colour Scheme from default and select a font of your choice.

Update Visitor Data

Adjacent, we'll customize our Invoice Template by updating our Company Information. To do this, click the push labeled "Visitor Information." That will open upwardly a dialog box containing the following tabs:

Contact information
Legal Information
Company Identification
Report Data
Payroll Taxation Form Information

You tin 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 button will unsurprisingly bring you lot to the page descriptively labeled "Layout Designer."

The first thing you might notice is the soft dark-green boxes. These boxes represent where the printed paper would line upwardly to if mailing in a windowed envelope. If you plan on printing and mailing these envelopes, y'all want to brand sure you pay attention to what is displayed in these soft greenish boxes.

Invoice windowed envelope

Now let's say we wanted to rearrange some of the components of this invoice. Pieces that take a box effectually it, like "Due Engagement," "Terms," etc., can all exist dragged and dropped to the location you choose.

The side by side step in customizing the layout is to go dorsum to your Basic Customization Screen by clicking "Okay" or "Cancel" on the Layout Designer. Once you're at the next screen, click the button just adjacent to the Layout Designer. That push button is labeled "Additional Customization."

On the Additional customization, we'll see several rows with corresponding text. The beginning row is labeled Default Title , and in the title is the user inputted field of Invoice Ticket . If we changed the coded field to something similar Customer Invoice, the preview on the right-manus column would update and replace that text. The same goes for each row seen.

If you wanted to eliminate the item from the invoice altogether, that is elementary as well. Just uncheck Screen and Impress, and those fields volition not be included.

If yous're following along on your estimator, you tin can run across that the level of customization is far greater than can exist covered in a blog post. If y'all would like to run into a video tutorial on how to execute the steps mentioned above, delight come across the video below.