How to Set Up an Invoice Template in Quickbooks

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  • เผยแพร่เมื่อ 5 พ.ย. 2024

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  • @QbuniversityOrg
    @QbuniversityOrg  ปีที่แล้ว +3

    www.QBUniversity.org - feel free to leave a question or comment here!

    • @pianomanslc
      @pianomanslc 5 หลายเดือนก่อน

      My previous Desktop Pro 2020 allowed me to give the new Invoice format a name (as I have different invoice formats for different flavors of clients). This video ends with saving the Invoice format as "My Copy". How do I give it a name? I've been searching all the options in the process and don't see anything like that.

  • @rwis19461
    @rwis19461 ปีที่แล้ว +2

    Well done, superb, Just what I was looking for, I will have to look at the others you do. Thank you very Much.👍

  • @jeb6764
    @jeb6764 ปีที่แล้ว +2

    Great Matt, really appreciate this video.

  • @gimhangeeth8032
    @gimhangeeth8032 2 หลายเดือนก่อน

    Appreciate the video - question - How to remove $ Symbol from the Invoice template

  • @GilFeliciano
    @GilFeliciano ปีที่แล้ว +1

    Dynamite tutorial! Thank you!

  • @Happykids435
    @Happykids435 3 หลายเดือนก่อน +1

    Question , is there any way add a new field like Unit#, plate#, for repairing invoices

    • @QbuniversityOrg
      @QbuniversityOrg  3 หลายเดือนก่อน

      If I recall, when you set up the template there are spaces for some custom fields

  • @colleenorio2846
    @colleenorio2846 10 หลายเดือนก่อน

    I have a pre printed receipt registered with our tax agency, how can I print the details only (i.e., customer name, price, qty, totalz) and not print pur company name, column headings and guide lines since they are already in the pre printed receipts.
    Thank you.

  • @maribeltalamantes3166
    @maribeltalamantes3166 ปีที่แล้ว

    Do I have to do one at a time or can I somehow duplicate all the others?

  • @shihabshamedia663
    @shihabshamedia663 2 หลายเดือนก่อน

    How to set 3 decemel in quick book software

  • @michelecummings369
    @michelecummings369 3 หลายเดือนก่อน

    Question, is there a way to have the total, payment/credits/balance due only show on the last page of the invoice? I have an invoice that is very lengthy and it shows on all of the pages.

  • @Breauxskii
    @Breauxskii 2 หลายเดือนก่อน +1

    Appreciate the video

  • @jangbuasai6538
    @jangbuasai6538 ปีที่แล้ว +1

    Hi, how are you? Can you please show me how to add customer type to the invoice tab?

    • @QbuniversityOrg
      @QbuniversityOrg  ปีที่แล้ว

      Go into the invoice template and you can change that there

  • @sonyacousins9208
    @sonyacousins9208 ปีที่แล้ว

    I print the bill after it is paid for a remittance to send to vendors. How do I change the template for that so it mimics the invoice template?

  • @mohamedhassanahmed8039
    @mohamedhassanahmed8039 ปีที่แล้ว

    How it looks like if i print A5 size ,is it difference between them?

  • @kayannhowardmckay7540
    @kayannhowardmckay7540 ปีที่แล้ว +1

    My question is: I have a credit applied to customer, refunded customer .15cents on the a/r aging summary the customer name is listed, but at 0 cents, how do I stop this showing up?

    • @QbuniversityOrg
      @QbuniversityOrg  ปีที่แล้ว

      For 15 cents I would create an invoice and apply the credit

  • @MrRainbowlakes
    @MrRainbowlakes 9 หลายเดือนก่อน +1

    How do you add shipping costs to the invoice template

    • @QbuniversityOrg
      @QbuniversityOrg  9 หลายเดือนก่อน

      You can create an Item and add it to the Invoice

  • @funninfo8546
    @funninfo8546 ปีที่แล้ว +1

    In my quickbook when I make new invoice and any change the previous automatically change and to fix it

    • @QbuniversityOrg
      @QbuniversityOrg  ปีที่แล้ว

      Do you mean when you go to create a new invoice the old one shows up?

  • @747Durango
    @747Durango ปีที่แล้ว

    I am trying to setup a template with a static page 2 with 8 inches of Terms and Conditions. Is this possible?

  • @wangster28
    @wangster28 ปีที่แล้ว +1

    Thank you for informative QB video. Is the a way to add a column for total different items sold? Like 1 to 151 total items on the invoice.

  • @bigstepper9646
    @bigstepper9646 8 หลายเดือนก่อน +1

    Thanks

  • @quantumpak
    @quantumpak 6 หลายเดือนก่อน

    how to set Invoice # sequence

  • @earldemaranville690
    @earldemaranville690 ปีที่แล้ว

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