Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
How do I customize sales receipts in QuickBooks desktop?
Create or open an existing invoice, sales receipt, or estimate.
Select Customize in the footer.
Select a custom template from the list.
How do I edit sales receipts in QuickBooks?
Edit Sales Receipts If you deposited funds directly into an account, open the register associated with that account to change the receipt or sales form. Double-click the name of the transaction you want to change. Make the desired changes to the receipt or invoice, then click “Save."
How do I customize a payment receipt in QuickBooks?
Click Lists at the top menu bar.
On the drop-down list, click Templates.
Choose the templates you want to customize.
How do I create a payment receipt in QuickBooks?
Click the Payment Method drop-down menu and select a method for depositing the funds. Choose Check, Cash or Credit Card. Click “Print" and then "Print" again to print your sales receipt. If you want to save the receipt, click “Save & Close" on the form window.
How do I make a receipt for an invoice?
The basics to include on a receipt include the customer's name, date of the payment, description of purchase, amount of purchase, invoice number, and your signature.
How do I edit an estimate in QuickBooks?
Go to Customers menu and select Customer Center.
Select the customer on the estimate you want to edit.
On the right side portion of the screen, click the Transaction tab.
In the Show drop-down, select Estimates.
Look for the estimate you want to edit and double-click to open it.
Update the details on the transaction.
How do I edit a form in QuickBooks?
From the list of forms in the new “Template" window, double click on the form you want to edit, copy, or delete. You will then be taken to the Basic Customization window. Click on Manage Templates.
Click on Manage Templates.
Where is the basic customization window in QuickBooks?
QuickBooks Pro 2014 tutorial: Customizing invoices and forms YouTubeStart of suggested clipEnd of suggested clip
QuickBooks Pro 2014 tutorial: Customizing invoices and forms
How do I edit a data field in QuickBooks?
You can edit your custom fields on the Custom fields page. To change a custom field's name, type, or visibility to customers and vendors, select Edit in the Actions column. Any edits you make here apply to all sales forms, purchase orders, and customer profiles using the field.
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 edit an invoice in QuickBooks?
Click Sales (or Invoicing) in the left hand menu.
Select the Invoices tab.
Scroll to the invoice you wish to edit and click on it to open it up.
Make the necessary changes.
Click Save and Close (or Save and Send).
What is legally required on an invoice?
There is some information that you must legally include on your invoices. The business name and address of the customer you're invoicing. A clear description of what you're charging for. The date you provided the goods or services (which is also known as the supply date)