QuickBooks Online Invoice Customization: Personalize Your Invoices (New Layout)
87 بار بازدید -
2 ماه پیش
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Make your invoices look professional
Make your invoices look professional and on-brand! This step-by-step tutorial shows you how to personalize your invoice templates in QuickBooks Online using the new layout. Learn how to add your logo, change colors and fonts, customize content, and control what your customers see.
This QuickBooks Online tutorial covers:
Accessing custom form styles
Creating a new invoice template or editing the standard template
Designing your invoice:
Choosing a template layout
Adding your company logo
Customizing colors and fonts
Adjusting margins and layout settings
Customizing invoice content:
Choosing contact information to display
Showing or hiding transaction numbers
Including shipping information, terms, and custom fields
Adding an account summary
Customizing product/service details (description, quantity, rate, etc.)
Adjusting column labels and widths
Including discounts, deposits, and estimate summaries
Personalizing messages for customers
Adding footer text (disclaimers)
Customizing invoices on the fly (using the ""Manage"" menu)
0:00 Introduction
0:28 Accessing Custom Form Styles
0:39 Choosing an Invoice Template
0:51 Design Tab Overview
1:01 Selecting a Template Layout
1:06 Adding Your Logo
1:12 Customizing Colors & Fonts
1:23 Adjusting Layout Settings
1:32 Content Tab Overview
1:43 Understanding Invoice Sections
1:48 Customizing the Header
1:58 Customizing Form Name & Numbering
2:11 Shipping, Terms, and Custom Fields
2:20 Customizing the Table Section
2:26 Adding an Account Summary
2:49 Customizing the Activity Table
3:09 Editing Column Labels & Widths
3:25 Additional Options in the Table Section
3:43 Customizing the Footer
3:51 Adding Personalized Messages & Footer Text
4:09 Customizing Invoices On-the-Fly
4:20 Introducing SaasAnt Transactions
Want to automate recurring invoices in QuickBooks Online?
Read our guide here: https://www.saasant.com/blog/recurrin...
Bonus: Learn about SaasAnt Transactions, a powerful tool that helps thousands of accounting professionals simplify their accounting processes, including bulk importing invoices into QuickBooks!
Check out our guide on importing invoices here: https://www.saasant.com/blog/how-to-i...
LinkedIn: https://bit.ly/45JiN8T
Facebook: https://bit.ly/3C9Exx6
Twitter: https://bit.ly/43JekkW
For more information,
Visit https://www.saasant.com
Email: [email protected]
Call: 1-619-377-09777 (Mon - Fri, 9 am to 6 pm EST).
This QuickBooks Online tutorial covers:
Accessing custom form styles
Creating a new invoice template or editing the standard template
Designing your invoice:
Choosing a template layout
Adding your company logo
Customizing colors and fonts
Adjusting margins and layout settings
Customizing invoice content:
Choosing contact information to display
Showing or hiding transaction numbers
Including shipping information, terms, and custom fields
Adding an account summary
Customizing product/service details (description, quantity, rate, etc.)
Adjusting column labels and widths
Including discounts, deposits, and estimate summaries
Personalizing messages for customers
Adding footer text (disclaimers)
Customizing invoices on the fly (using the ""Manage"" menu)
0:00 Introduction
0:28 Accessing Custom Form Styles
0:39 Choosing an Invoice Template
0:51 Design Tab Overview
1:01 Selecting a Template Layout
1:06 Adding Your Logo
1:12 Customizing Colors & Fonts
1:23 Adjusting Layout Settings
1:32 Content Tab Overview
1:43 Understanding Invoice Sections
1:48 Customizing the Header
1:58 Customizing Form Name & Numbering
2:11 Shipping, Terms, and Custom Fields
2:20 Customizing the Table Section
2:26 Adding an Account Summary
2:49 Customizing the Activity Table
3:09 Editing Column Labels & Widths
3:25 Additional Options in the Table Section
3:43 Customizing the Footer
3:51 Adding Personalized Messages & Footer Text
4:09 Customizing Invoices On-the-Fly
4:20 Introducing SaasAnt Transactions
Want to automate recurring invoices in QuickBooks Online?
Read our guide here: https://www.saasant.com/blog/recurrin...
Bonus: Learn about SaasAnt Transactions, a powerful tool that helps thousands of accounting professionals simplify their accounting processes, including bulk importing invoices into QuickBooks!
Check out our guide on importing invoices here: https://www.saasant.com/blog/how-to-i...
LinkedIn: https://bit.ly/45JiN8T
Facebook: https://bit.ly/3C9Exx6
Twitter: https://bit.ly/43JekkW
For more information,
Visit https://www.saasant.com
Email: [email protected]
Call: 1-619-377-09777 (Mon - Fri, 9 am to 6 pm EST).
2 ماه پیش
در تاریخ 1403/04/27 منتشر شده
است.
87
بـار بازدید شده