How to Set Up an Invoice Template in Quickbooks

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  • Опубліковано 17 лис 2024

КОМЕНТАРІ • 34

  • @QbuniversityOrg
    @QbuniversityOrg  Рік тому +3

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

    • @pianomanslc
      @pianomanslc 6 місяців тому

      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 Рік тому +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 Рік тому +2

    Great Matt, really appreciate this video.

  • @gimhangeeth8032
    @gimhangeeth8032 2 місяці тому

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

  • @GilFeliciano
    @GilFeliciano Рік тому +1

    Dynamite tutorial! Thank you!

  • @Happykids435
    @Happykids435 4 місяці тому +1

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

    • @QbuniversityOrg
      @QbuniversityOrg  4 місяці тому

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

  • @michelecummings369
    @michelecummings369 4 місяці тому

    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.

  • @funninfo8546
    @funninfo8546 Рік тому +1

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

    • @QbuniversityOrg
      @QbuniversityOrg  Рік тому

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

  • @Breauxskii
    @Breauxskii 3 місяці тому +1

    Appreciate the video

  • @colleenorio2846
    @colleenorio2846 11 місяців тому

    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.

  • @747Durango
    @747Durango Рік тому

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

  • @shihabshamedia663
    @shihabshamedia663 2 місяці тому

    How to set 3 decemel in quick book software

  • @MrRainbowlakes
    @MrRainbowlakes 9 місяців тому +1

    How do you add shipping costs to the invoice template

    • @QbuniversityOrg
      @QbuniversityOrg  9 місяців тому

      You can create an Item and add it to the Invoice

  • @sonyacousins9208
    @sonyacousins9208 Рік тому

    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?

  • @jangbuasai6538
    @jangbuasai6538 Рік тому +1

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

    • @QbuniversityOrg
      @QbuniversityOrg  Рік тому

      Go into the invoice template and you can change that there

  • @kayannhowardmckay7540
    @kayannhowardmckay7540 Рік тому +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  Рік тому

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

  • @mohamedhassanahmed8039
    @mohamedhassanahmed8039 Рік тому

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

  • @maribeltalamantes3166
    @maribeltalamantes3166 Рік тому

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

  • @wangster28
    @wangster28 Рік тому +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.

  • @quantumpak
    @quantumpak 7 місяців тому

    how to set Invoice # sequence

  • @bigstepper9646
    @bigstepper9646 9 місяців тому +1

    Thanks

  • @earldemaranville690
    @earldemaranville690 Рік тому

    New subscriber here supporting you! The secret to ranking - Promo*SM!!