![]() ![]() ![]() If you want to change the fonts for the four fields pictured above, click on each and then click Change Font to open a window with your options. The preview in the right pane (not shown here) updates to reflect your modifications. You can add a logo and change the color scheme and fonts used on your invoice. Choose the one you want and click Apply Color Scheme. If you wantto change the color of the invoice, click the down arrow in the field below Select Color Scheme. Double-click on it, then click OK in the small window that opens to confirm, and QuickBooks returns you to the previous window with the logo showing in the Preview pane. ![]() You can practice using this one and delete it when you want to work on your main template.Ĭlick the box in front of Use logo and browse in the window that opens to find it. Check to make sure the Selected Template field reads Copy of Intuit Service Invoice. Now you’re back at the Basic Customization window. Tip: You can use the Copy command to make and modify multiple copies of any sales form that you can use for different purposes and/or customers. The Previewin the right pane is named Copy of Intuit Service Invoice. Click on Manage Templates, thenclick Copy at the bottom of the window tomake a copy of the originalso you can practice. Right-click on Intuit Service Invoice in the list to open the action menu, then click Edit Template. QuickBooks comes with modifiable templates for numerous types of sales forms. You can see the list by opening the Lists menu and clicking on Templates. QuickBooks comes with pre-designed templates for each type of sales form it supports: invoices, estimates, credit memos, sales receipts, purchase orders, statements, sales orders, and payment receipts (you may not have access to all of these depending on what version you’re using). But you shouldn’t miss an opportunity to make a good impression, especially when it’s as painless as customizing your sales forms in QuickBooks. Some of your customers will just glance at your invoices and pay them. Unattractive sales forms that have a lot of empty, unused fields may make customers wonder about your commitment to excellence. How do you want them to think about you? If you send invoices that are professional and polished, it can reflect on you positively. We’re probably more likely to notice it if it’s particularly good or bad.Īny interaction you have with your customers has impact on their perception of your business. When you receive an invoice or bill in the mail or online, how much attention do you pay to the way it looks? You might think you don’t, but any communication we receive from the vendors we patronize has an effect on us. But you can modify content and appearance to make them yours. You choose the documents that make the most sense for the way your business works.QuickBooks comes with perfectly usable sales form templates. Most customers would be annoyed if you sent every type of invoice you can find. The good news is that you don't need to use all the documentation that's available. If work is taking place over a significant period of time, you might negotiate several payments during the process to defray the costs you're spending on the project and send interim invoices for work completed so far. In large jobs, you may send a pro forma invoice to be sure the customer is aware of how much work is being done and what the final cost will be after the work is completed. Pre-invoices and pro forma invoices are essentially the same documents by different names they give your customer a heads up as to what the actual invoice will be when the work is complete. But you may be wondering about all the different types of invoices you've heard of, the difference between pro forma invoice and invoice, as well as when to send a pre-invoice. Unless you require payment upfront for a product, you don't invoice the customer until the end of the process, after the product has been delivered. When you send a customer an SO as an acknowledgment for their PO at the beginning of the sales process, you're agreeing to fill it at the stated pricing. ![]()
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