Your next step in customizing your invoice is selecting the content layout.ġ. Once you have the style the way you like it, go ahead and print it, making changes to your print settings here as needed.ĬUSTOMIZE THE LAYOUT OF INVOICES IN QUICKBOOKS ONLINE To see how your invoice will look, you can preview in PDF. You’ll also be able to “get choosy with your font”, to select between Arial Unicode MS, Courier, Helvetica and Times New Roman, along with specifying 8pt, 10pt or 12pt font.ġ2. You can choose from the pre-populated color palate, or enter a color hex value manually.ġ1. Click on “splash on some color” to update the colors on your form to reflect your preference. Once your logo uploads, you will choose a display size (S, M or L), and your placement (Left, Center, Right).ġ0. After choosing a template design, click on “add your unique logo” upload your company logo. Select your preferred invoice template style from “Airy”, “Modern”, “Fresh”, “Bold” and “Friendly”.ĩ. Select “Dive in with a template” to choose a form style to begin customizing your invoice.Ĩ. Note that your changes will automatically save.ħ. From the Design tab, start by giving your new template a name. The invoice customization window will open.Ħ. Select “invoice” from the drop-down menu. from the Custom form styles window, click on the New Style button on the top right. QUICKBOOKS ONLINE CUSTOM INVOICE STYLESĥ. The Customize form styles window will open. Next, you’ll click on the green button in the upper right corner “ Customize Look and Feel”,to customize invoices and other sales forms in QuickBooks Online. In the Account and Settings window, click on Sales settings on the left menu.Ĥ.
Next, click Account and Settings, under “Your Company”.ģ. The first step in creating your invoices in QBO is to access the sales settings by clicking on the Gear Icon in the upper right corner in your QuickBooks.Ģ. It may be easier than you think, and you just may love the result! If you’ve struggled, like Jasmine, and are ready to give it a try, then I will show you exactly how to customize invoices in QuickBooks Online.
She felt hesitant to change her ways, because she was uncertain about being able to customize her invoices in QBO with the look and feel that her customers are used to. Creating invoices directly in QBO seemed too good to be true, but Jasmine still had reservations. Jasmine heard from a friend that she could use QuickBooks Online to simplify the invoicing process, all while saving time, eliminating redundancy, and avoiding potential data entry errors.
For years, Jasmine Jones created her company’s invoices from a template in Microsoft Word or Excel, and then manually entered those invoices into QuickBooks Online.
0 kommentar(er)
