Your invoice template is pretty easy to customize in QuickBooks. In fact Intuit has some really nice templates that you can download and import into your QuickBooks Company file for free.
You can also go into an existing form and change it. Many people do not like the “boxy”look of the QuickBooks default invoice templates. It’s easy to fix that.
Click on Lists. Then Choose ‘Templates’:
Once you are in the QuickBooks Templates List you can edit any template. Go to the Layout designer (select a template, then click Edit, then ‘Edit Template’).
Click Layout Designer at the bottom:
Then you can double click any box in the layout designer and remove the borders. The borders are what make the invoice look “boxy”
Now for a whole other area on customizing your invoice and to learn how to make your QuickBooks Invoices look gorgeous, watch the video web cast on How To Customize Your Invoice Template in QuickBooks:
Video Tutorial - Click to watch
Is there a limit to the number of invoice templates you can create? For instance, can I create a unique invoice template for each individual customer I have?
There is not a specific limit, but it would seem like a lot of work to have to use a separate template for each individual client. At some point as you add to lists and the number of templates, the program may begin to run slow at which point you would need to upgrade to a more robust edition, like Premier or Enterprises as these solutions are able to handle larger lists and things. Before I had you do anything though I wonder if you can give me some more information about why you would want a separate template for each client?
Hi
Can I convert a quickbooks invoice template into a word document? If I can please advise how I do this.
Thanks, Diane
Hi! Unfortunately no. QuickBooks form templates are in their own .des format and I am not aware of any way to convert them.
Can you add more cols to an invoice templete? I need to add hours for service, then have it calculate. Also, I need to add Expenses and have it total also
Use the Quantity column for your hours. You can rename the column to say “Hours.” Expenses can be added by marking them billable and assigning them to the appropriate Customer:Job when you are entering a check, bill, CC Charge and so on. Then when you go to invoice the client choose the “Add Time/Expenses” option and you will get a list of anything marked for bill back. At this point you can mark it up etc and that whole group will come in as a “Reimb” section with a sub-total.
786
Hello,
Need little help.
We need to add Origin (Name + address) like Bill to or Ship to,
It does not give us input box on invoice, is it possible ?
Looking forward
Hi! We can customize the invoice template. I would just need some more information about what the nature of the information is to determine whether we need a custom field or if we can simply change a description on a standard one and include it int he right place on the invoice template. Please call me at (866) 945-8070 and we can discuss this week.
It turns out that you can convert an invoice into Word. After much poking around and hair-pulling, I’ve found out that at least in Quickbooks Pro you can:
In the invoice, go to the “send” tab at the top.
Under “prepare letter” you have two options: Prepare letter or customize letter template.
You’ll want to start by customizing a letter template.
This will bring you to Word, where you go to the “add-ins” tab to select what you want to appear where on your invoice. Save your template.
Go back to QB and now from an invoice you can send>prepare letter and it will insert your data into a Word doc. You can then modify the Word doc at your will.
Good info, thanks! Seems like a lot of work though. I think I’d rather just stay in QB and send from there.