Step 6: In the “Basic Customization” Window, add your company logo, choose fonts and colors, and tweak your invoice’s layout. Choose the one you want to modify and click “OK”. Step 5: You’ll see a list of existing invoice templates in the “Manage Templates” window. Step 4: From the dropdown menu, select “Manage Templates”. Step 3: Find the Formatting tab at the top of the “Create Invoices” window and click to open a dropdown menu. Step 2: Click “Create Invoices” from the “Customers” menu. Step 1: Launch the application and go to the “Customers” menu. Personalizing your invoice templates in QuickBooks helps your business stand out. How to customize your invoice templates in QuickBooks Now that you know how to change invoice template QuickBooks, let’s look at what else you can do. Your QuickBooks template invoice is now ready to use. Step 5: When you’re happy with your customization, click “OK” to save your changes. For more layout and content options, select “Additional Customization”. This window lets you add your company logo and adjust your invoice’s appearance to match your brand. Step 4: After you select a QuickBooks invoice template to change, the “Basic Customization” menu opens. Select the template you want to change and click “OK”. Step 3: You’ll find a list of all your available invoice templates. Step 2: At the top of the ”Create Invoices” view, look for the Formatting tab. Step 1: Open QuickBooks and navigate to the “Customers menu”. Let’s get started! How to change invoice template in QuickBooksĬhanging the invoice template in QuickBooks is simple and makes your invoices more personalized.

How software helps you get paid faster.īy the end of this blog, you’ll be a QuickBooks template invoice expert.Ways to add branding to your invoice templates in Quickbooks.How to change invoice template in QuickBooks.See Using the Invoice Templates Window for more information.Invoice templates in QuickBooks offer a variety of features to simplify your invoicing process. Provide the required information and add invoice sections.If you do not want a system template to be available for billing, you can mark the template as inactive. System templates are listed in gray text in Invoice and Statement Content Manager. Note: The system templates provided with Practice cannot be edited or deleted. In the Templates section of the navigation panel, right-click a template and click Edit. Then, click the application button and select Save As. In the Templates section of the navigation panel, double-click the invoice you want to copy. Create a new template based on an existing template.You can also click the application button and select New > Invoice Template. In the Templates section of the navigation panel, right-click a folder and select New Template. Click Invoice and statement templates under Firm.Open Invoice and Statement Content Manager.To create an invoice template, do the following: If a default template contains most of the information you need, instead of creating a template from scratch, you can copy the template and make any necessary changes to the copy.

See Setting Billing Options for the Firm for more information. You can customize the headers and footers of default templates with firm-specific information that is maintained in the firm settings and defaults.

You can use the default invoice templates provided with Practice or create custom templates. Invoice templates save you time when billing clients because all of the invoice options are predetermined.

Edit invoice template