How to Customize an Invoice Form in QuickBooks 2011

QuickBooks 2011 lets you choose the invoice form that best matches your business. To choose an invoice form in QuickBooks, choose Customers→Create Invoices. When QuickBooks displays the Create Invoices window, use the Template drop-down list, which appears in the top-right portion of the window, to choose the invoice form that you want.

Although you can choose a predefined invoice form template for your invoices, QuickBooks gives you more flexibility than that. You can also create custom invoice form templates to design an invoice that looks just the way you want.

Choosing a template to customize

To choose a template to customize, click the Customize button in the Create Invoices window. You then have two choices:

  • You can click the Create New Design button to go to a Web site that steps you through a full-fledged graphic design session for the invoice form.

  • You can click the Customize Data Layout button to access dialog boxes that let you make minor changes to the invoice form.

If you click the Customize Data Layout button, QuickBooks first asks whether it can make a copy of the already displayed invoice in the Create Invoices window template (you need to agree to this). If you click OK, QuickBooks displays the Additional Customization dialog box. Click the Basic Customization button.

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You may need to maximize the Create Invoices window in order to see the Basic Customize button.

To identify which invoice form template you want to customize, click the Manage Templates button and then, when QuickBooks displays the Manage Templates dialog box, choose the invoice template you want to customize.

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Easy invoice customizations

The Basic Customization dialog box provides you with several easy invoice customization choices. As you make these customizations, the Preview box on the right half of the Basic Customization dialog box shows your changes.

Logo, please

To add a logo to your invoices, select the Use Logo check box. QuickBooks displays the Select Image dialog box; use it to select the graphic image file that shows your logo.

Color you beautiful

To add color to your invoices, select the color scheme you want to use from the Select Color Scheme drop-down list and then click Apply Color Scheme.

Fiddling with invoice fonts

You can choose the font that QuickBooks uses for the bits of text that go on an invoice. Just select the bit of text you want from the Change Font For list box and click the Change Font button. QuickBooks displays the Example dialog box. Use its Font, Font Style, and Size boxes to specify what the selected bit of text should look like.

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Specifying Company & Transaction Information

The Company & Transaction Information options let you indicate what information should appear on the form template.

If you need to change some bit of company information, click the Update Information button. QuickBooks displays the Company Information dialog box, which you can use to edit or update your company name, address, telephone number, and so on.

Additional Customization options

If you can't create invoices that look exactly the way you want using the options available on the Basic Customization window, your next step is to click the Additional Customization button. This dialog box gives you more control over both the information that appears on your invoices and how invoices print.

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You can return all the customized invoice settings to their default condition by clicking the Default button. When you do this, however, you remove any changes or customizations that you've made.

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