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A
Andar
November 3, 2022
Question

Text Boxes in Invoice Templates

  • November 3, 2022
  • 2 replies
  • 0 views

Is it possible to change the line spacing in a text box in an invoice template?

Trying to reduce space taken up by text boxes.

Thank you,

Anna Casey

2 replies

BigRedConsulting
BigRedConsulting
November 3, 2022

Yes, you can  use the layout designer to change the fonts and positions of the boxes and, well, everything else on the printed form. Edit the template and click the Layout Designer button at the bottom of the window to begin.

A
AndarAuthor
November 4, 2022

Hi: Thanks so much for replying. Yes, I am able to change fonts and positions of the text boxes, but what I need help with is adjusting the line spacing between the text lines inside of the text box.

If you know of a way to do that, it would be very helpful to me.

Thank you

    R
    RCV
    November 4, 2022

    Thanks for coming back, Andar.

    Yes, we can adjust the line spacing on the invoice template by clicking the sample text in the layout designer and editing it in the Text and Border fields. See the screenshots below for your reference:

     

     

     

    Here's how to edit the line spacing of the invoice template:

     

    1. Open an invoice.
    2. Go to the Formatting tab, and select Customize Data Layout.
    3. Click Layout Designer.
    4. Tap the This is a sample text link and adjust the text and border on the screenshot I've provided.
    5. Hit OK.
    6. We can also select the field that has bad text, then select Properties.
    7. Select Font, then change the font or adjust the size.
    8. Press OK then OK.

     

    If you use a template on an invoice and you create another invoice, that regular template should show again. This setting should stay unless you change the template. Here's how: 

     

    1. Go to Customers on the top menu.
    2. Select Create Invoices.
    3. Create a new test invoice, with a standard template.
    4. Select the Template dropdown menu.
    5. Choose one of the Intuit templates listed.
    6. Enter Customer and Item details on the Invoice.
    7. Press Save and Close.
    8. Choose Customers then Create Invoices to see if the Intuit template option is now on the default selection.
    9.  

    Here's an article you can refer to for more details about fixing common issues when you use and customize templates. In addition, here's an article that will help you personalize your invoices, sales receipts, estimates, statements, and purchase orders to match your business needs: Use and customize form templates.

     

    I'm adding this article with the topics you can use while recording common customer transactions: The Customer Transaction Workflows in QuickBooks Desktop.

     

    It'll always be my pleasure to help if you've got additional questions about QuickBooks invoices. Use the Reply option below and surely I'll be here ready to assist you. Take care and stay safe!

    A
    AndarAuthor
    November 5, 2022

    Thanks for your second detailed reply. Not sure why, but I still do not see where the space between the lines can be adjusted.

    I see where the font can be changed, but I need to make less white space between the lines, in order to fit more text into the text box.

    Thank you.

      A
      Archie_B
      November 5, 2022

      Hi there, Andar

      I can only imagine the time and effort it took for you to personalize your own invoice. I'll add a few details so you can use this template in QuickBooks right away.

       

      The steps outlined above by my colleague @RCV allows you to change the type of corners, the pattern and the thickness of your border text box as well as the font size. By adjusting the font size, you should be able to fit more text into the text box.

       

      If you need to add more text, you can resize it clicking the dots in the corners and sides of the text box. You can use the Grid to properly align your text boxes.

       

      You can also adjust the grid spacing by clicking on the Grid button below.

       

      After that, you can save your template and use it in creating an invoice. 

       

      I've added these articles for more info in managing invoices in QuickBooks Desktop:

       

       

      Let me know if you have any further questions or concerns about customizing an invoice template. I'll be glad to help. Have a wonderful day!

       

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