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How To Customize Invoice Templates In QuickBooks Pro

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Chelsea Krause

Chelsea Krause

Managing Editor - Accounting
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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10 Comments

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    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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