![]() ![]() You can change the field label for each and indicate whether they should appear on the screen and/or the printed copy. The window that opens contains a field selection pane on the left and a preview of your work-in-progress on the right again. Click Additional Customization to see what your options are here. You also have control over the rest of it. So far, you’ve only modified the very top of your invoice. The Basic Customization window also displays these options for your forms. If you get a message warning you about overlapping fields, you will have to go into the Layout Designer, where you can drag and drop your form elements around to make them fit (this isn’t particularly easy if you’ve never worked with a design tool before). When you’re done with fonts, you can choose Company and Transaction Information and indicate your preferences by checking and unchecking boxes. A window containing your options here will open. If you want to change the fonts for your header ( Title, Company Name, etc.), click each element and then click Change Font. You can see how that would look in the right side of the window, which displays a preview as you make changes. Next, select a color scheme for your invoice by clicking the down arrow below Select Color Scheme. Tip: Don’t have a company logo? You can have one designed for as little as $10 at Fiverr. First, add your logo if you have one by clicking the Use logo box and locating it in the directory of your computer that comes up. The left side of this window displays all of your design and content options. You will see your options in the Basic Customization window. The Basic Customization window will open, as shown below. If you’d rather edit the original template, though, click OK. It’s a good idea to leave the original template intact, so you should make a copy of the template that you can modify and save. Click Manage Templates at the top of the window. ![]() In the window that opens, double click one of the templates, like Intuit Service Invoice. Open the Lists menu and select Templates. To get started, you’ll need to select one of the templates that QuickBooks supplies. You can modify the templates included for your invoices, estimates, sales receipts, statements, purchase orders, and bill payment stubs so they all look similar. QuickBooks’ form customization tools allow you to control two things: how your forms look and what they include. Your invoices can looks like your purchase order and your sales receipts can resemble your estimates. It makes sense, then, that QuickBooks contains tools that can help you create a design for your forms that can be consistent. Of course, much of the interaction your have with your business contacts has to do with money. It’s a small thing to do that can make a positive impression down the road. ![]() Whether they think about it consciously or not, the quality of your paper and digital communications has impact on their perception of you. Appearance matters when it comes to the forms and other documents you share with your customers and suppliers. You may wonder if they are as careless with the creation of their products and services. You know how you react when you get a sloppy, unattractive invoice from a vendor. But there are numerous ways you can make your QuickBooks forms look better. ![]()
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