2.8 Customize an Invoice

Scenario: Craig just learned that he can customize the look of his invoices. He’s super excited because he thought he only had to use what QBO gave him! Follow the instructions below to help Craig make changes and appear more professional.

19 steps

QuickBooks

Akadian

Start in the Sample company.

To complete this exercise, you must be in the Sample company. From your QBOA account, click on the Gear icon on the top right corner of the screen, then select Sample company.

Note that you will be logged out of your current account. If you are sure, click "Continue" to confirm.

Now let's get started with the exercise.

Click the "Gear icon", then select "Custom form styles".

Click "Edit" to change the default style for all sales forms. *Note: If you wanted to create styles for individual types of sales forms, you would click the "New style" button.*

First, let’s freshen up the overall look of Craig’s invoices.

Click "Change up the template".

Click "Fresh". *Notice how the demo invoice on the right side changes after selecting the new template.*

Next, change the color scheme to dark green.

Click "Try other colors".

Click dark green. *Notice how the demo invoice on the right side changes after selecting the new color.*

Now that we have changed what the invoices look like, let’s change what appears on them.

Click the "Content" tab.

Let’s add Craig’s website to the header.

Click the "pencil icon" on the top third of the demo invoice.

Click "+Website" to add the website.

Click the "checkbox" next to Website. In the Website field, type "www.craigslandscaping.com". *Notice how the website will automatically appear on the demo invoice.*

Next, let’s make the column titles a bit better.

Click the "pencil icon" on the middle third of the demo invoice.

Click "EDIT LABELS AND WIDTHS".

Change the Product/Service field to "Item", and change the Description field to "Description". *Note how they automatically change on the demo invoice.*

Finally, we’ll edit the email that accompanies the invoice when it is sent out.

Click the "Emails" tab.

Craig would like to include the full details of the invoice in the email, so click the "button" next to Full details. And since he is including this, it’s not necessary to attach a PDF, so uncheck the "box" next to PDF Attached. *This setting can also be changed under the Gear icon in Account and settings on the Sales tab in the Online delivery section.*

Our last change will be to end the emails with Craig’s name, rather than his company name.

Click into the "Message to customer" box and delete the ending signature and replace with "Craig". *Note: This setting can also be changed under the Gear icon in Account and settings on the Sales tab in the Messages section.*

Click "Done".

(Optional) Test your new custom form style by creating an invoice, then clicking "Print or Preview" twice from the black bar at the bottom. *Note: you will need to select a customer to see a preview of the invoice.*

Here you can preview the invoice.

🎥 Video

Want to follow along? [Click here](https://youtu.be/sHMOOG6mPn4) for our video walk-through.

📚 Get the Full Course

This exercise comes from our basic level ProAdvisor certification course. Do more like it and pass your QuickBooks Basic ProAdvisor certification course in one weekend by [clicking here.](https://www.fastandeasyqbo.com/basic)

📝 Feedback

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