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FatDog
July 23, 2019
Question

Problems with edited invoice template

  • July 23, 2019
  • 1 reply
  • 0 views
I've edited a Quickbooks invoice template for our own needs but am having several problems. These are: 2 capital letters appearing in our address although not in template editor Customer address only 3 lines - all addresses are longer than that Our address, 'VAT Invoice' text and customer address are not lined up. Our address is further to the left. Not able to set spacing between addresses or sections so all information is squashed together at the top. I need to have an order number on invoices. When I add this to 'display' in the editor, it puts it under the addresses rather than under the date & invoice number. There doesn't seem to be an option to change this. I know I can create & import a template but I would rather not have the hassle. However, I am not happy sending out amateur looking invoices. Am I doing something wrong or is Quickbooks really this limited? Mike.

1 reply

E
EdwardR
July 23, 2019

Hello Mike and welcome to Community.

 

Sorry to hear your having trouble with your Invoice template customisation, would it be possible to post a  screenshot of the issues which you are experiencing?

 

The Custom Form Style option does have limitations to the level of adjustment available for spacing and general layout of invoices, however you can create your own invoice template and layout from scratch with our Import Style feature. To activate the Import Style option first go to the Cog Wheel in the top right of your dashboard and select QuickBooks Labs. Here you will be able to find Import Style here you will also see a video which demonstrates the steps to set a custom invoice.

 

Please let us know if we can support you any further with your account.

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