You can customize the invoice header, columns, footer, and print defaults. You’ll be taken to a screen that looks like this: To change what information is and isn’t seen on your invoice, click the “Additional Customizations” button on the bottom of the screen. Step 6: Decide What Information To Include Enter the proper information and click the blue “OK” button when done. If you need to update any of the company information included on your invoice, click the “Update Information” button. We’ll address that in step 7, so you can click “OK” and ignore that message for now. You’ll most likely receive a message that says:ĭon’t worry. Check the boxes next to the information you want to include. We recommend including your company name, company address, and phone number (at the very least). Step 5: Display the Appropriate Contact InformationĬhoose what business contact information you want to appear on your invoices. Once your font looks right, click the “OK ” button in the top right-hand corner. You can change the font, color, and size. Once you make your selection, click “Change font.” QuickBooks uses the Microsoft Word font bank on your computer to offer font selections. To alter the font, use the scroll bar menu to choose what you want to change.Īt this point, you can choose specific fonts for these sections (there are further font customizations later): If you change the color scheme, your invoice will look something like this:Ĭlick the “Apply Color Scheme” button to see your color scheme choice in action. Select a color scheme using the drop-down menu. Then click “Select Logo…”īrowse your files to find the appropriate logo. To start, if you want to add a business logo, check the “Use logo” box. Most of these steps can be done in any order you please, so we’re just going to make our way down the Basic Customization screen. There are a ton of invoice customizations available. You should be taken to a screen that looks like this: Once you’ve made your selection, click the blue “OK” button on the bottom of the screen. How To Customize An Invoice Step 1: Select A Default TemplateĬhoose a default template. Step 6: Decide What Information To Include.Step 5: Display the Appropriate Contact Information.What Is Shopify & How Does Shopify Work?.Buy Now Buttons: The Key To Selling On Your Blog Or Website.Is Dropshipping Worth It? How To Make The Right Choice.Best eCommerce Platform For Small Business.Discover The Best eCommerce Platforms In 2022.Complete List Of Business Tax Deductions.Discover The Best Accounting & Payroll Software In 2022.Find Accounting & Payroll Software Reviews.Business Credit Cards Without Personal Guarantee.Which Business Bank Account is Right For You?.How Signing a Personal Gurantee Affects You. ![]() Explore Business Credit & Banking Resources.Best Business Credit Cards For Your Nonprofit Organization. ![]()
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