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2020-05-07
Save Columns Invoice Feature
The Save Columns Invoice feature offers a straightforward way for you to manage your invoices efficiently. By allowing you to keep your preferred columns in view, it saves you time and reduces frustration during the invoicing process.
Key Features
Customize your invoice layout by saving preferred columns
Quickly access important invoice details
Easily switch between saved layouts
Simple interface for managing saved columns
Potential Use Cases and Benefits
Freelancers can streamline their invoicing without constant adjustments
Small business owners can enhance their financial reporting
Accountants can maintain consistency across multiple invoices
Anyone looking to improve productivity in invoice management
This feature solves your problem of repetitive adjustments. It allows you to focus on the essentials, ensuring important details are always front and center. With the Save Columns Invoice feature, your invoicing becomes more organized and efficient.
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How do I rearrange columns in Quickbooks invoice?
Select “Templates” from the “Lists” menu. Choose your template from the displayed list. Click the “Additional Customization” option. Click the “Columns” tab. Change the “Order” values to match your preference. Save changes.
How do I rearrange columns in QuickBooks invoice?
Select “Templates” from the “Lists” menu. Choose your template from the displayed list. Click the “Additional Customization” option. Click the “Columns” tab. Change the “Order” values to match your preference. Save changes.
How do I change columns in QuickBooks?
Go to Reports. Find and select the report you want to customize. Select Customize. Select Rows/Columns, then Change Columns. Mark the columns you want to appear on your report. Select the square of dots (order) beside each column, then drag and drop it to your desired order.
How do I change an invoice 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.
How do I add a discount column in QuickBooks invoice?
Select the sales invoice that requires a discount. Right-click the line directly after the discount item. Select “Enter Discount Item” from the drop-down menu and choose the discount you want to apply. To apply the discount to all the items on the sales form, enter the discount item below the Subtotal line.
How do I customize an invoice in QuickBooks?
Launch QuickBooks. Click “Customers” in the main menu bar, and then select “Create Invoices” from the pull-down menu. Click the “Print Preview” button to see how your current invoice template appears when printed or sent as an email attachment. This can help you decide how you want to customize the template.
How do I customize invoices in QuickBooks desktop?
Click the “Customize” drop-down menu and select “Manage Templates” from the options. Click on each template thumbnail in the Template Gallery to preview how it will appear as an invoice. Click the “OK” button to select and open your preferred template. Select your customization preferences from the options' pane.
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