How to Customize an Invoice Form in QuickBooks

The following shows how to create a custom invoice in QuickBooks to meet the needs of your business.

1. On the Home page, in the Customers section, click Create Invoices.
2. In the Create Invoice toolbar, click Customize. The Customize Your QuickBooks Forms window opens.
3. Click Customize Data Layout. The Locked Template message box opens.
4. Click Make a Copy. The Additional Customization dialog box opens so you can edit a copy of the standard QuickBooks form.
5. Select among the Header, Columns, Footer, and Print tabs to access the form settings you want to change.
6. On the Header, Columns, and Footer tabs, mark or clear the checkboxes for the fields you want to add or remove.
7. Click Basic Customization.
8. In the Basic Customization window, select the company information to include on the form.
9. Click Manage Templates.
10. In the Manage Templates window, in the Template Name field, type a name for the custom report.
11. Click OK.
12. To manually modify the layout and add images, click Layout Designer.
13. In the Layout Designer window, resize fields, add fields, and align fields as necessary.
14. To modify the appearance of a field, select it and click Properties.
15. To add an image or logo, click Add and select Image.
16. In the Select Image window, navigate to and select the image to add to the form.
17. Click Open.
18. In the Properties window, click OK.
19. The image is added to the report form in the Layout Designer window. Select the image and then you can:
    • Click the image to move it.
    • Use the sizing handles to resize it.
    • Click and press Delete to remove it.
    
20. Click OK to close the Layout Designer, click OK to close the Basic Customization window, and click OK to close the Additional Customization window.

To use the form in a new transaction, open the form window (e.g., Create Invoices) and select the form name from the Template drop-down list.