QuickBooks allows you to customize the way your invoice and other forms such as credit memo, sales receipt, P.O, Statement, Estimate and Sales Order. This article details the steps in customizing these forms and provides solution and workarounds to common issues and unexpected results.
To access the customization window, go to Lists > Templates then double click the template you need to work on -OR- if the transaction form is already open, go to the Formatting tab and click Manage Templates.
This option allows you to apply the design and format of a customized template (example: Invoice) to another template type (example: Packing slip).
QuickBooks also allows you to copy customized templates from one company file to another. This saves you time in personalizing templates for your estimates, invoices and other forms in case you have multiple company files or you need to start a new company in QuickBooks. Exporting then importing the template also helps prevent damaged templates when sending portable files or converting your company files.
To export and import templates in QuickBooks for Mac:
This issue has been resolved in the latest release for QuickBooks 2013.
Update to the latest release:
Go to the Update to the Latest Release web page.
IMPORTANT: Make sure your product is selected. If not, click the Change link and select your QuickBooks product.
Select and follow the instructions for one of the update options:
This issue has been resolved in the latest release for QuickBooks 2015.
When you print your Invoice or Statement, there are no lines or borders around the fields.
A preference within QuickBooks Printer setup determines whether or not lines or borders print. These preferences are set by individual form, so you may have lines and borders printing on some forms and not on others.
To resolve the issue, you need to change the printer setup preferences for a form.
When you send an invoice out of QuickBooks as a PDF, the appearance looks strange. To some, it might appear as if typed by a misaligned manual typewriter. Some fields may be OK while others are impacted.
To resolve the issue, you need to go to the Layout Designer.
When printing invoices which use custom templates, nothing happens even though a message appears that the page is printing. This may be caused by a damaged QuickBooks or Layout Designer preferences. You need to delete and rebuild damaged preferences file to fix the issue.