How to Set Up an Invoice Template in Quickbooks
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- čas přidán 3. 12. 2022
- www.QBUniversity.org - How to set up an invoice template in Quickbooks. Whether you want to set-up your own invoice template in Quickbooks or you want to customize an invoice template, this video will walk you through the steps you need to take to make it look great and make your company stand out from the rest.
Most Quickbooks users simply use the boring default templates Quickbooks gives you with the software, but did you know you can customize an invoice template in Quickbooks and brand it with your logo and your colors? Make your company stand out from the crowd when you set up an invoice template in Quickbooks.
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My previous Desktop Pro 2020 allowed me to give the new Invoice format a name (as I have different invoice formats for different flavors of clients). This video ends with saving the Invoice format as "My Copy". How do I give it a name? I've been searching all the options in the process and don't see anything like that.
Well done, superb, Just what I was looking for, I will have to look at the others you do. Thank you very Much.👍
You’re welcome!
Great Matt, really appreciate this video.
You’re welcome!
Dynamite tutorial! Thank you!
You’re welcome!
Question, is there a way to have the total, payment/credits/balance due only show on the last page of the invoice? I have an invoice that is very lengthy and it shows on all of the pages.
Question , is there any way add a new field like Unit#, plate#, for repairing invoices
If I recall, when you set up the template there are spaces for some custom fields
How it looks like if i print A5 size ,is it difference between them?
I am trying to setup a template with a static page 2 with 8 inches of Terms and Conditions. Is this possible?
I print the bill after it is paid for a remittance to send to vendors. How do I change the template for that so it mimics the invoice template?
I have a pre printed receipt registered with our tax agency, how can I print the details only (i.e., customer name, price, qty, totalz) and not print pur company name, column headings and guide lines since they are already in the pre printed receipts.
Thank you.
Do I have to do one at a time or can I somehow duplicate all the others?
hi thanks alot for your help, i can't see the total of my invoice in decimals any solution for that?
Checking the preferences. I believe in there you can specify if you have decimals or not.
In my quickbook when I make new invoice and any change the previous automatically change and to fix it
Do you mean when you go to create a new invoice the old one shows up?
My question is: I have a credit applied to customer, refunded customer .15cents on the a/r aging summary the customer name is listed, but at 0 cents, how do I stop this showing up?
For 15 cents I would create an invoice and apply the credit
Thanks
Welcome!
how to set Invoice # sequence
Thank you for informative QB video. Is the a way to add a column for total different items sold? Like 1 to 151 total items on the invoice.
See my other reply to this question
Hi, how are you? Can you please show me how to add customer type to the invoice tab?
Go into the invoice template and you can change that there
How do you add shipping costs to the invoice template
You can create an Item and add it to the Invoice
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