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How To Customize Invoice Templates In QuickBooks Pro

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Chelsea Krause

Chelsea Krause

Content Strategist - Accounting & eCommerce
Chelsea Krause is a writer who has specialized in accounting for over three years and is a QuickBooks Certified User. She has a BA in English & Creative Writing from George Fox University and studied at the University of Oxford as well. She has been quoted in Forbes and her work appears in Startup Nation, Small Business Bonfire, and Women on Business.
Chelsea Krause

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12 Comments

Responses are not provided or commissioned by the vendor or bank advertiser. Responses have not been reviewed, approved or otherwise endorsed by the vendor or bank advertiser. It is not the vendor or bank advertiser's responsibility to ensure all posts and/or questions are answered.

    Ma

    I have a version of quickbooks from 2007. And overall, I very much like Quickbooks. It’s worked wonderfully for all these years,

    Recently, I’ve been trying to change my receipts, and there is a field that keeps printing in the description section of my receipts that is not at all visible when I go to customize the template.

    How do I find delete this, if I can’t find it in my template?

    Cheers

      Chelsea Krause

      Hi Ma,

      I’m afraid I won’t be of much help without seeing which field you are talking about. If you can’t find the field when you go to customize the template, I recommend checking your company settings. If you can’t find the answer there, I would contact Intuit directly. Or, you can email us a screenshot of the issue you are having, and we’ll do our best to help.

      Best wishes,

      -Chelsea Krause

        heather

        Hi, For some reason, our due date is not printing on the invoice, although it shows on the invoice in QuickBooks. It is marked off under “additional customization” but maybe there is somewhere else I need to select?

          Chelsea Krause

          Hi Heather,

          I’m so sorry that you’re having issues with your QuickBooks invoices. I’ve replicated the issue on my end, but am not sure how to add an “exact” due date to an invoice. By using the “terms” box on an invoice you can set terms like Net30 (meaning the invoice is due 30 days from the date on the invoice), but I don’t know of a way to change that to a specific data like May 30, 2019. I would recommend talking to QuickBooks’ support team directly to see if this is possible or asking the QuickBooks Community to see if any other users have a fix for this.

          Best of luck,

          -Chelsea Krause

            Denise Nawaa

            If you have the terms set (to Net 30 or whatever) the correct due date field will populate based on the date you selected for the invoice.

              Anne Clyburn

              Hi Deanna,

              We’ve been using a PO template in Excel for years. I am trying to duplicate it in QuickBooks Pro to make life easier. The problem is that our existing excel PO template is in landscape format instead of portrait format. I am having trouble figuring out how to make a QBS template landscape. Please let me know how to do this.

              Many thanks,
              Anne

                Deanna Dorner

                Do you know of any additional options/add ons or options that who’ll allow for major customizatizations? We are trying to get the totals & our terms to only print on the last page of a several page invoice.

                Thanx
                Deanna

                  Chelsea Krause

                  Hi Deanna,

                  I’m not sure how you would be able to get your totals and terms to print only on the last page of an invoice. I do know that you can purchase a custom-designed invoice from QuickBooks, so maybe they could design a template like this for you.

                  Has any of our other readers had any luck with these sort of changes or know a good workaround or integration to solve this? We’d love to hear from you!

                  -Chelsea Krause

                    Chelsea Krause

                    Hi Stacy,

                    Thanks for reaching out! So you clicked the “Other” box on the Custom Layout page, like in the picture below, right?

                    What you’ll want to do instead is go to the “Layout Designer” button at the bottom of the Custom Layout screen. Right-click anywhere on that Layout Designer screen where there’s not already a box. You should see a little pop-up menu. Choose “Add” and then choose “Data Field.” You should then see a list of data options, and if you scroll down you’ll see “Customer Phone.” Select “Customer Phone,” then click the blue “Okay” button and move the box to wherever you’d like it to appear on the invoice. Once you save your changes in Layout Designer, you should see your customer’s phone number automatically populated on your invoices. (You can create an invoice and view a preview of the invoice to make sure it worked correctly.)

                    I hope this helps!

                    -Chelsea Krause

                      Stacy

                      I’m trying to add a customer phone number to my invoice and in Custom layout I checked other and changed the name to customer phone # but it isn’t adding it from the customer screen. We have to type it in manually. Can you help?

                        Tracy Hernandez

                        When I accidentally had a field go over the margins, the formatting tool automatically moved the offending windows to the upper left of the layout design field.
                        When I moved the Description box back into place, the inner box borders had been stretched up and can not be stretched down again.
                        I’m wondering if you ever had this happen and what is the solution?

                          Jessica Dinsmore

                          Hi Tracy,

                          We haven’t seen that problem before so we wouldn’t want to advise you on something we aren’t totally sure about. It might be best to check the QuickBooks community to see if anyone other QuickBooks users have had the same or similar issues. Best of luck to you!

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