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2015-01-29
I can believe how simply this was and how long I fought trying to make other pdf forms work before this.. well worth the money. and I didnt even have a need to take full advantage of all the features. highly recommend and thank you
2015-05-21
9/15/16: Hard to find blank forms for completion, but questions are covered well by support folks. Default is yearly subscription, but support folks were able to convert to monthly subscription at desired level.
Problem with changing previous form required upgrade to yearly business plan. The erase tool only works with upgraded plans.
2016-09-25
Very useful program and easy to use
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2023-08-13
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Cant erase back ground color for edited text. Edited text should appear seamless and not show signs of editing. Cursor movements and moving of text boxes needs alignment and calibration for more accuracy. There needs to be a way to revert back the changes done. Payment processing and charges need to be clear and upfront without any disguise.
2022-04-28
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2022-04-05
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2021-09-21
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2021-05-18
This program is great for me filling…
This program is great for me filling out my paperwork on a weekly basis. It's easy to use and quick to learn how everything works. Will be continuing use for a LONG time!
2020-06-14
Keep Needed Field Invoice Feature
The Keep Needed Field Invoice feature simplifies the invoicing process for businesses of all sizes. With this tool, you can personalize invoices by selecting which fields to display, ensuring that you present the most relevant information to your clients. This flexibility enhances your professionalism and improves client communication.
Key Features
Customizable invoice fields to fit your needs
User-friendly interface for easy configuration
Support for multiple invoice templates
Seamless integration with existing accounting software
Automatic updates to keep your invoices current
Potential Use Cases and Benefits
Small business owners tailoring invoices to specific clients
Freelancers creating professional billing documents
Companies needing to comply with industry regulations
Teams managing various projects requiring distinct billing formats
Startups establishing credibility with clear and informative invoices
By using the Keep Needed Field Invoice feature, you address common invoicing challenges. You eliminate confusion from unnecessary data, allowing your clients to focus on what matters. Better yet, this leads to quicker payments and improved cash flow for your business.
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How do I customize my QuickBooks invoice?
Click the Gear icon. Under Your Company, click Custom Form Styles. To create a new template, click the New style button in the upper right-hand corner. Select Invoice. Go to the Design tab to edit the template name, logo, color, font, and margins.
How do I customize an invoice in QuickBooks?
On the Home page, in the Customers section, click Create Invoices. In the Create Invoice toolbar, click Customize. Click Customize Data Layout. Click Make a Copy. Select among the Header, Columns, Footer, and Print tabs to access the form settings you want to change.
How do I change invoice template in QuickBooks 2019?
Click the Gear icon. Under Your Company, click Custom Form Styles. To create a new template, click the New style button in the upper right-hand corner. Select Invoice. Go to the Design tab to edit the template name, logo, color, font, and margins.
How do I customize an invoice in QuickBooks self-employed?
Step 1: Set up your invoice preferences Choose the default name, email, address, and logo your customers will see when they get their invoices. If you ever need to change your business info, simply select Edit work info on any invoice.
How do I customize an estimate in QuickBooks?
From QuickBooks Online, click the Gear () icon > Custom Form Styles. On the New Style drop-down menu, select Estimate. Use the settings on each tab to build your estimate from the ground up. Be sure to click Save before finishing.
How do I customize a form in QuickBooks?
Go to the List menu, and select Templates. From the list of forms in the new “Template” window, double-click on the form you want to customize. You will then be taken to the Basic Customization window as shown in the snapshot below. Click on Manage Templates. Follow steps 1 and 2 above.
How do I customize a form in QuickBooks online?
Go to Settings and then select Custom Form Styles. Select New Style. Select the type of form you want to create.
How do I edit a template in QuickBooks?
Click the Gear icon. Under Your Company, click Custom Form Styles. To create a new template, click the New style button in the upper right-hand corner. Select Invoice. Go to the Design tab to edit the template name, logo, color, font, and margins.
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