To choose a template to use when completing and printing retail sales forms, click
the name of the template you want from the drop-down list on the form.
You can use the form templates that come with QuickBooks or you can create
your own templates.
This edition of QuickBooks includes several predefined sales templates to help
you get started quickly.
Use this template to create estimates for your customers. Estimates
are useful for communicating the products, services and prices for a job
before you begin work. Also, if you invoice for phases of a job, you can
turn an estimate into a series of progress
Use this template to create work orders for services you perform. Work
orders are based on QuickBooks sales orders, and they are useful for documenting
the products and services you'll sell to the customer once the customer
has authorized the work. Work Orders are similar to estimates, but they
cannot be used to create progress invoices.
Layaway Sales Order
Use this template to record layaway sales.
Retail Sales Order
Use this template to record orders from your customers when you don't
immediately perform the work or ship the product.
Daily Sales Summary
Use this template to enter daily sales totals from cash register tapes,
POS systems, or if you use another system to summarize sales.
Use this template to record the return of merchandise and when you
issue a refund.
QuickBooks comes with three different formats for invoices for you to choose
from. The Service, Professional, and Product formats are preset formats that
offer fields for specific types of businesses. These forms are often referred
to as the Intuit Standard Invoice templates.
You can use the templates that come with QuickBooks, or you can design your
own by duplicating one of the Intuit standard forms, then adding or deleting
fields and columns, adding a logo, changing the fonts, and so on.
Retailers might want to create a custom
field for items in QuickBooks to enter the suggested retail price (SRP)
for each item you sell. If you wanted the suggested retail price to appear on
an invoice or sales receipt, you would add a column called SRP to that sales
form. Whenever you select the item on your sales form, QuickBooks displays the
Here are some other examples of why retailers might use their own custom fields, customized sales forms, or a combination of both:
To keep track of customers' resale numbers (for sales to resellers)
To include a unit of measurement (such as "case").
On invoice templates, you may want to add your standard payment and finance
charge terms to the bottom of the form.
If you also sell services, you may want to make some of these changes to the
standard sales forms:
Remove the Item column from the printed invoice form (not from the onscreen
form). If you provide a detailed description for each item you set up, you
don't need to display the item name to customers, and in some cases your item
name may be confusing to the customer.
Change the title of the Quantity column to "Hours."
If you always invoice for a fixed price, remove the Rate column. The Amount
column is all you need.
If you only sell services, remove the shipping information from the invoice
or sales receipt forms.
Add a customized field for a customer or job number. (To do this, you must
the field to your Customers & Jobs list.)
Display a service guarantee or licensing information on the sales form.