Watch a 3-minute tutorial about customizing forms
You can customize invoice templates to fit the needs of your business.
What kinds of invoice templates can I use?
There are a number of invoice templates you can use and customize. The easiest ones to use are the predesigned invoice templates that you can download for free from the QuickBooks Template Gallery:
For accountants: Invoices with a remittance slip and request for email and address information, and a growth chart invoice with accounting graphs and charts showing company profits.
For contractors: Shipping invoice with "long text" at the bottom of the form and an image of a drill in the background, and an email invoice with a graphic of a tape measure.
For franchises: Invoice for a franchise business with optional corporate information.
For non-profits: Invoices for pledges, simple pledges, thank-you pledges with a dog paw graphic, and for pledges with rainbow and cloud graphics.
For retail businesses: Invoices for shipping, "one-stop shop" invoices, and an invoice for pet stores, animal hospitals, or pet clinics.
For service industries: Invoices for dentist's offices, remittance slip invoices, and a service invoice for labor with a remittance slip.
General: Many different invoice templates with different graphics, borders, and colors.
In addition to the predesigned invoice templates, there are a number of other invoice templates in your Templates list:
Fixed fee invoice template
Packing slip invoice template
Service invoice template
Product invoice template
Standard pledge invoice template
Invoice from proposal template
Progress invoice template
Time and expense invoice
To do this task
From the main QuickBooks menu, choose Customers > Create Invoices.
The form you see onscreen isn't how your invoice looks when printed. Click Print Preview near the top right of the form to see how it will print, and then click Close.
Select the template you want to customize.
Click the Customize drop-down arrow and select Manage Templates.
Note: If you don't see the Customize drop-down arrow, try resizing or maximizing the window.
In the Manage Templates window, click each template in the list to see how the form will print. The template appears in the Preview section of the window.
If you don't see one you want, click Download Templates to download more for free from the QuickBooks Template Gallery. Click Open (not Save) when you download a form from the template gallery to ensure that it appears in your templates list.
Note: Templates that begin their names with "Intuit" are usually for preprinted forms. You can make only limited changes to these types of forms.
Once you select a template, click OK to begin making changes to it, or copy it first to create a new template.
Click the Copy button in the Manage Templates window.
The template appears in the Select Template list with the words "Copy of:" in front of the name.
In the Template Name field on the right side of the window, rename the template.
Click OK to save the template with the new name. The Basic Customization window opens.
Note: If a "Locked Template" message appears, either click Cancel to select another template, or click Make a Copy. Be sure to rename the copy.
Customize your template. You can:
Add your company logo to the printed or e-mailed invoice and move it to a different spot on the invoice
Add or change how your company name and contact information appear on the invoice
Add or remove the status stamp (Paid, Pending, Received, and so on)
Change the invoice title, including the font that's used, and then move it to a different place on the form
Rename the date, invoice number, bill to, and ship to fields
Add or remove fields and columns on the invoice
Print the customer balance on invoices
Rename a field or column
Change the order of the columns on the invoice
Add special sections to the invoice, such as warranty information, legal disclaimers, notes to customers, or contractual details
Add a remittance tear-off section or special instructions
Add lines and borders around different fields on the invoice
Don't see what you need in the list? Don't worry. We can point you to the information you need to get the job done. You can:
Enter a search term in the main Help window
Search the QuickBooks support site
Ask other QuickBooks users in the Intuit Community
Preview the form.
Look at the form onscreen and then do a print preview to see how it looks when it's printed. Since what prints on
the form can be (and probably is) different from what you see onscreen when you fill out the form, consider both uses.
Open the form onscreen to see how the template affects what you see in the form window.
Does it have all or most of the fields you need when you fill out the form onscreen?
Does it have enough room for you to enter your line item descriptions?
If you want to print shipping labels, does it have a Ship To box?
Click the Print Preview button at the top right side of the form to see how the printed form will look. (What you see onscreen is probably different from what you see when the form is printed.)
Does it show enough (or not too much) detail for your customers or vendors?
Does it have a special section, like a tear-off (remittance) section or a signature line?
Does it have all the information your customers or vendors need when they receive the form?
Will you be printing the form on an Intuit preprinted form? If so, make sure there are no lines or borders around any of the fields.
When you open a form, such as an invoice, it uses the template that was last used. If you need to reselect this customized template, click the drop-down arrow at the top right of the form and select it from the list.
Set the default template for invoice packing slips
Download templates from the QuickBooks Template Gallery
Import a template from another QuickBooks company
About customizing your forms
Create an invoice