QuickBooks Invoice Template: Create, Edit Customize & Transfer Invoices Template

QuickBooks Invoice Template: Create, Edit Customize & Transfer Invoices Template

QuickBooks invoice templates are quite beneficial to use. If you send bills to your customer regularly, you can use these templates as this will save you time. By selecting the type of invoice, you can add the relevant details and send invoices to your customer via email.

There are other advantages of using these invoice templates. To know more, stick through his guide till the end.

What is QuickBooks Online Invoice Templates

Premade QuickBooks invoice templates allow you to send bills to your customers in an easy way. The advantage of using these QuickBooks online invoice templates is that you don’t have to think a lot when making the invoice. You can use the template, add relevant information, and send it to your customer.

Along with this, you can personalize the invoice using stylish fonts, vibrant colors, creative designs, and a clean layout.

How to Set Up Invoice Template in QuickBooks?

For those who are new to learning about QuickBooks Invoice Template, we will enlighten you on how to create the invoice using pre-made templates in QuickBooks. Let’s go through the procedure of QuickBooks create invoice template.

  • On your QuickBooks dashboard, hit the “Send your first invoice” button.
  • Choose your customer whom you want to send invoices.

Note: If the customer is not listed then you can add the customer details. Alternatively, you can save the customer from your customer list.

  • Choose your “Payment Terms”.

Example: If you want your customer to pay the bill within 30 days (after the invoicing date) then you can select NET 30 front he drop-down menu.

  • Mention what “Product or Service” you have sold.

Note: If the sold product or service is not listed then you can hit the Add button and mention the product information.

  • Enter the email address to send your invoice via email.
  • Now, preview the invoice by clicking on the “print or Preview” button.
  • Then, hit the “Close” button to close the window.

These are the steps for how to save invoice template in QuickBooks after setting it up. Once done following the procedure of QuickBooks create invoice template, your first invoice will be created successfully. You can also customize the invoice if required. Later, you can send it to the customer.

How to Create QuickBooks Recurring Invoice Template?

Those who have sent invoices to the customers regularly can make QuickBooks recurring invoices. This is a flexible process for the customers as they can decide how much they have to pay.

In the following discussion, we will know the procedure for QuickBooks recurring invoices template and how to manage recurring transactions.

  • Hit the “New” button.
  • Choose the “Invoice” option located under the “Customers” section.
  • Enter the required information that you want to add to your invoice.
  • Go to the “Payment Options to choose the type of payment that you wish to accept.
  • Click on “Make recurring”.
  • Now, you can customize your recurring invoice using the following ideas:
    • Enter the name of the recurring template.
    • Click on the “Scheduled” option using the “Type” drop-down.
    • Select the “Automatically send emails” in the “Options”.
    • Adjust the interval.
    • Adjust the “Start date”.

Note: Scheduled recurring transactions are created automatically in the first half of a day. Hence, choose a date in the future so that your first instance can be created for the day you have chosen.

  • Set the “End date” only if you wish to keep this for an unlimited time.
  • Click on “Save template”.

This is how you can create a recurring invoice for the customers. If it is required, you can adjust the setting such as interval, start or end date, etc.

To manage these recurring transactions, you can navigate through the Settings, click on Recurring Transactions in the Lists, and then pick a recurring invoice that you prefer to manage.

This is an easy way to create a recurring invoice in QuickBooks, customize the invoice, and manage transactions.

How to Customize Invoice Template QuickBooks Desktop?

QuickBooks allows you to create different types of invoices using templates. It includes sales receipts, statements, basic invoices, purchase orders, and estimates.

These QuickBooks invoice templates can also be personalized using amazing tools. For instance, you can add a custom logo, stylish fonts, vibrant colors, and layout design. This makes your invoice look presentable and impressive for the customers.

To do so, you are required to access the template, copy invoice template QuickBooks, and start editing it. To customize invoice template QuickBooks Desktop, you can pursue the following instructions stated below:

  • Click on the “Lists” menu.
  • Then, choose the “Templates” option.
Template - quickbooks invoice template
  • Pick the type of invoice form you wish to customize.
  • Pick the “Formatting” tab from the “Form” section.
  • Go to the “Manage Templates” option.
  • Here, preview the templates by selecting it.
  • Then, click on “Copy” in order to make a fresh template. Alternatively, you can hit the “OK” button in order to edit the invoice template.
  • Now, you can choose what to add to your invoice using the customization window. Here, you will find the following ideas:
    • Add Logo: If you want to add your custom company logo, click on the “Select Logo” option, and browse the logo image.
    • Add custom fonts or colors: Here, you can set specific colors or fonts for a certain description in the invoice.
    • Change transaction & company information: This can be used to add the select contact information on your invoice. The information can be changed by clicking on “Update Information”.
  • Click on the “Additional Customization” option if you wish to add or delete the items from columns, header, or footer.
  • To resize or move items by clicking on the “Layout Designer” option.
  • Once done with the customization, click on the “OK” button.
  • Go to the “Print Preview” to get a final look at your invoice.

If you are satisfied with the invoice customization, click on the Close button and hit the OK button. In case you wish to add other customization, you can do it all over again. This is how you can customize the QuickBooks Pro invoice template.

How to Make an Invoice Template Default in QuickBooks?

Generally, the first invoice template you create becomes your default invoice template. However, this can be changed later.

If you have created more than one template with different information and you want some template to be the default one then you can do that. Here is the procedure of QuickBooks set default invoice template.

  • In your QuickBooks account, click on the “Lists” option.
  • Choose the “Templates” option. Here, you will see the list of templates including sales orders, invoices, and sales receipts.
  • Then, click right on the name of the invoice.
  • Click on the “make Template Inactive” option. This will remove the particular invoice from the active list.

Similarly, you can turn other invoices inactive. At this point, you have to make sure only the one you want to be the default template remains active in the list. This is how you can set the invoice templates for QuickBooks desktop as default.

How to Import Invoice Template to QuickBooks Online?

QuickBooks users can copy the template from one to another company file. It helps you to save time in customizing the invoices especially when you have numerous company files.

If you want to learn how to import invoice template to QuickBooks Online, go through the following instructions:

  • Open your QuickBooks company file where you want to import the template.
  • Now, go to the “Lists” option.
  • Click on the “Templates” option.
  • Choose the “Import” option using the “Templates” drop-down.
  • Pick the template you wish to import and choose the “Open” option.
  • Enter a name for the imported template if required.
  • Hit the “OK” button.

This is how you can import the invoice template in QuickBooks. Once you follow the steps discussed above, the imported template will appear in the template list.

In case you wish to export the templates then you can do that too. All you have to go to Lists, click Export in the Templates dropdown, and choose the location to save your invoice template.

How to Edit Invoice Template in QuickBooks?

If you are concerned about how to edit an invoice template in QuickBooks, you should read the following discussion to ease your task.

QuickBooks’ invoice template can be edited for several purposes. For instance, you might want to edit the basic details or change the appearance display on the invoice.

Here, we will show the procedure of QuickBooks edit invoice templates including layout style, invoice number field, product information in invoices.

Edit Appearance Invoice Template

  • Click on the “Gear” icon located on the top right. This will open the “Settings”.
  • Then, choose the “Custom Form Styles” option.

This will show you a dashboard for Custom Form Styles. Here, you can edit or manage the invoice templates, sales receipts, and estimates.

  • Select the “Edit” option using the dropdown.
  • Here, you will find four options to customize the invoice. It includes the following:
    • Design: Using the Design section, you can use fonts, logos, color schemes, and adjust the layout.
    • Emails: With the Emails section, you can make email messages for your invoice to avoid default messages.
    • Content: This section has the company information. Here, you can personalize the information so that the selected information displays in your invoice. Also, adjust the data fields and width of columns.
    • Payments: Use this Payment section if you want your customer to pay electronically right from the invoice form. In addition, this method updates automatically when the payment reflects.
  • Once done editing the invoice, preview your invoice template by clicking on the “Preview PDF” button.
  • Hit the “Save & Exit” button to return to the dashboard.

Number Field Invoice Template

  • Click on the “Gear” icon located on the top right to open the “Settings”.
  • Go to the “Sales” menu.
  • Pick the “Pencil” icon to edit the sales form content.
  • Now, mark a tick for the “Custom transaction number” option.
  • Hit the “Save” button.

This way you can edit or create your own numbers for the invoice. Alternatively, you can do the following to edit the invoice field.

  • On the dashboard, click on the “Sales” located on the left.
  • Now, click on the “Invoice” options in the “Sales” window.
  • Here, select the “Customize” option and hit the “Edit current” tab.
  • Click on the “Content” and hit the “Edit” button again.
  • Once done with editing, click “Done”.

Edit Invoice Template for the Products

  • Login to the QuickBooks.
  • Select the “File” button located at the top.
  • Click on the “Restore company”.
  • Hit the “Open a company files” button.
  • Go “Next”.
  • Click on the “Customer Center”.
  • Double click on the invoice that you wish to edit.
  • Go to the “Product” field and add relevant information.
  • After reviewing the details, you can hit the “Save” and “Done” buttons.

These are the steps for how to change invoice template in QuickBooks Desktop. When you are done following all these steps, you would edit the invoice for the product information, number field, and other details such as invoice styling.

How to Transfer Invoice Template QuickBooks?

There can be instances when you change the business entity type and for this, you make a fresh QuickBooks company file.

Now the invoice template you have customized is available in the earlier file, how would you transfer it to the new file. To know this, look through the following steps:

  • Open your QuickBooks company file. Here, you will find all the templates available on the list.
  • Now, go to the “Lists” option.
  • Click on the “Templates” option.
  • PIck the invoice you wish to export or transfer.
  • Choose the “Export” option using the “Templates” drop-down.
  • Enter a name for the invoice template.
  • Choose the location where you wish to save it.
  • Click “Save” and close the file.
  • Now, open the company where you want to transfer this template.
  • Now, go to the “Lists” option in the “Secondary” screen.
  • Click on the “Templates” option.
  • Choose the “Import” option using the “Templates” drop-down.
  • Enter the name for the invoice template in the “Manage Templates”.
  • Hit the “OK” button.

In a Nutshell

QuickBooks invoice templates are fun and convenient to use. With the premade templates, you can save your time and make impressive invoices for the customers. The advantage of these templates is that you can create invoices in different forms such as sales receipts, recurring, statements, basic invoices, purchase orders, and estimates.

In addition, you can personalize these QuickBooks online invoice templates using the provided tools by QuickBooks. In this guide, we have taught the procedure of using and customizing the invoice templates. Besides that, QuickBooks users can edit, import, export, and transfer the invoice template from one company file to another.

If you are using QuickBooks and facing issues such as QuickBooks error 6176 then you can read this guide to find out the most effective solutions.

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