![]() ![]() Consider making multiple invoice templates for different types of sales. Wrap UpĬongratulations on customizing the design of your sales forms in QuickBooks Online. You can build brand awareness and enhance your brand recognition with a well-designed logo on a unique invoice. The default QuickBooks forms aren’t very professional-looking and are used by many businesses. We highly recommend customizing your invoices, receipts, and estimates to make your business look professional and unique. The Importance of Customizing Sales Forms It’s important that customers don’t mistake invoices for estimates. I suggest that you make the custom format similar to your invoices but different enough that it’s easy to tell each of the forms apart to avoid confusion. You have the same design options for estimates and sales receipts as invoices. You can change the name of your custom invoice by clicking Edit and then Rename.Ĭreate a customized estimate or sales receipt in QuickBooks Online QuickBooks returns you to the Custom form styles screen, where you can see your newly created invoice template with the default name assigned by QuickBooks. When you are satisfied with the custom design of your invoice, click the green Done button in the bottom right corner of the screen. This allows your emailed invoices to include your business information and logo, but these can be removed quickly when printing on company letterhead. Meanwhile, the Use letterhead paper option will remove the company name, address, and logo from the top of the invoice. Print options for your invoice in QuickBooks Onlineīy checking the Fit printed form with paystub in window envelope option, QuickBooks will print a dividing line, turning the top portion of your invoice into a payment stub and print the message “Please detach top portion and return with your payment.” This will help you match payments received to outstanding invoices, which is especially useful if you send numerous invoices for the same amount. ![]() If it’s your first time making any changes, you should see the following descriptions: The Design tab deals purely with the aesthetics of your invoice, and there are five areas to design your invoice. The Content tab is included in How to Set Up Sales Form Content in QuickBooks Online while the Email tab is in How to Set Up Messages in QuickBooks Online. This tutorial will work through the Design tab. There are three tabs in the upper left corner: Design, Content, and Emails. Later tutorials will walk you through all nine areas as this tutorial focuses only on the look and feel of your invoices. There are nine areas to customize the options and defaults on your sales forms, which consist of invoices, receipts, and estimates. ![]() If this is a new company, the only form style available is the default template named “Standard.” If you want to make only a slight adjustment, you can edit the default template by clicking Edit on the far right side of the line. How to Manage Credit Card Sales With a Third-party Credit Card Processor How to Manage Credit Card Sales With QuickBooks Payments How to Reconcile Business Credit Card Accounts How to Manage Downloaded Business Credit Card Transactions How to Enter Business Credit Card Transactions Manually Part 5: Managing Business Credit Card Transactions How to Handle Bounced Checks From Customers How to Transfer Funds Between Bank Accounts How to Manage Downloaded Banking Transactions How to Enter Banking Transactions Manually How to Set Up the Products and Services List How to Set Up Invoices, Sales Receipts & Estimates ![]() How to Customize Invoices, Sales Receipts & Estimates ![]()
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