Quickbooks – Customise Invoice Forms


Quickbooks - Customising Invoice Forms
Quickbooks – Customising Invoice Forms

You can customise invoice forms by changing the names and layout of the fields of an invoice to fit the needs of your business.

Which Invoice Templates can I use?

There are a number you can use and customise:

  • Attorney’s Tax Invoice template
  • Delivery Note Invoice template
  • Fixed Fee Tax Invoice template
  • Product Invoice template
  • Service Invoice template
  • Invoice from Proposal template
  • Progress Invoice template
  • Time and Expense invoice

Set the default template that’s used when I create packing slips for my invoices – how?

The only other default form templates that can be defined are the templates for sales order packing slips and pick lists.

Only the QuickBooks Administrator can do this task. To do this task

1. Open the sales and customers preferences.

2. Click the Company Preferences tab.

3. In the Choose template for invoice packing slip drop-down list, click the default template to use.

4. Click OK.

See also

Customising an Invoice Template

1. Decide which invoice template to use.                        

2. Go to the Lists menu and click Templates.

3. Click the Type column heading to find all templates with the same form type. Which template to use?

4. It’s easier to change an existing template than to start from scratch, so choose the template that’s closest to how you want your form to look. You can choose a different template at any time, but you’ll have to reenter the information in the form.

Although you can customise any template, starting with a template that’s close to the way you want your form to look makes it a lot easier to customise your forms.

Quickbooks - Customising an Invoice Template
Quickbooks – Customising an Invoice Template

1. Single-click—not double-click—the template to view and then click the Open Form button at the bottom of the list.

2. Watch how the form looks onscreen and in print preview to decide if this is the template you want to use.

3. Continue selecting and viewing templates until you find the one you want to use.

4. Now you’ve found the template you want to use:

– Customise this template more (and not create a new one), just double-click the template to edit it.

– Create a new customised template that’s based on this template:

a. Single-click—not double-click—the template in the list.

b. Click the Templates button at the bottom of the list and then click Duplicate.

c. In the Select Template Type window, select Tax Invoice. (It can be a different type from the original template if you prefer.)

d. Click OK.

The new template appears in the Templates list. It will have the same name as the original template with “Copy of” in front of it. For example, if you duplicate the Quicken Product Invoice, the new template will be called “Copy of Quicken Product Invoice.”

e. In the Templates list, double-click the new template (the one you just duplicated with “Copy of” in the name).

f. Click the Manage Templates button and enter a new unique name for the template in the Template Name field.

g. Click OK.

5. Now in the Basic and Additional Customisation window, customise the template:

6. Preview the form: The final step in customising your form is seeing how the form looks onscreen and in print preview.

Look at the form onscreen and then do a print preview to see how it looks when it’s printed. Since what prints on the form can (and probably is) different from what you see onscreen when you fill out the form, consider both uses.To do this task

   1. Open the form onscreen to see how the template affects what you see in the form window.

  2. Click on Print drop-down arrow at the top of the window and then click Preview to see how the printed form will look. (What you see onscreen is often different from what you see when the form is printed.)

2 thoughts on “Quickbooks – Customise Invoice Forms

  1. I think Service invoice template is designed to keep our record of services which we provide to different types of companies.


    1. Hi Samantha, thank you for taking time to converse. Yes Service invoice is for services supplied, but items can be used for regular standard services too, and items allow quatity (eg hours) as well as saves typing the same words every time (unless you use a memorised template). Many ways to do similar jobs!


Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.

%d bloggers like this:
search previous next tag category expand menu location phone mail time cart zoom edit close