To edit this title click on Lists in the main menu then select Templates. Your new template will have the name “Copy of: Intuit Professional Invoice Template.” When you’re finished editing click on the blue OK button at the bottom of the pop-up. There are lots of fun ways you can edit your invoice to make it fit your brand. I encourage you to play around in the invoice template editor. In my print preview you can see I made some silly changes just to show you what options you have. This will take you back to your template preview in the template editor.Ĭlick the Print Preview button in the lower right-hand corner to see what your invoice will look like when printed.

When you’ve finished making any changes to your Invoice template layout click the blue OK button at the bottom of the screen. When you finish editing the properties of a field click the blue OK button to save your changes. The last Properties tab is background which lets you change the background color of a field. You can also edit the text itself in the “Label field for” box at the top of the pop-up. From there you can edit the font’s alignment, style, and color. To edit a field’s text font select the Text tab in fields Properties. You can do a lot more styling to make the invoice fit your brand like editing fonts and colors. Select the Border tab and you’ll see checkboxes for adding/removing the border on any side of the field. Double-click on a field to open its properties. If you like the layout but you don’t wan to see the box borders you can remove those borders. Zooming in will help you better line things up. In the upper right-hand corner there’s a zoom in/out option. To do this click on one of the boxes and you’ll be able to move select and move the sides of the box. In the Layout Designer you can get all the various boxes lined up so your invoice has a more professional look. “Show envelope window” that you check uncheck to remove that preview. There’s a check box at the bottom of the screen. Those represent what would appear through an envelope window when you mail your invoice. The first thing you might notice is the greenish areas on the invoice preview. This will open the invoice Layout Designer. In the invoice template editor click the Layout Designer button at the bottom middle of the pop-up. Keep reading for full instructions with screenshots. Click the blue OK button in the Basic Customization pop-up.Click the blue OK button in the Manage Templates screen.Click the blue OK button to save your changes.In this part I’ll show you how to use the Layout Designer to get everything to look the way you want it to.Ĭheck out part one to see how to edit the information that appears on the invoice. This is part two of a QuickBooks tutorial where I show you how to create a custom invoice template in QuickBooks Premier.

Quickbooks check template