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Elaine7821
January 14, 2020
Question

I can't adjust the top margin on invoices - it's missing our company name off!

  • January 14, 2020
  • 2 replies
  • 0 views

It seems that I can have either the customer's name & address in the correct position for the window envelope OR I can have our company name printed on the invoice, not both!  If I don't check the box for 'fit printed form with payslip in window envelope' I have to fold the invoices a ridiculous number of times to get the address to show, but if I do our company name is too close to the top to print.

 

It doesn't matter what I do with the printer settings (Canon MG5750) I can't get it to leave a top margin on the invoices.  Is there a solution?  Am I the only one with this problem?

 

Elaine

    2 replies

    IamjuViel
    IamjuViel
    January 14, 2020

    Let me help you sort this out, @Elaine7821.

     

    You can set the page margin of the sales form you're about to print. Also, you have to consider whether the printer you're using has its own margin setting.

     

    Here's how you can manually set the page margin:

    1. Open the sales form you want to print.
    2. Click the Customise link at the bottom portion of the screen.
    3. Choose Edit Current.
    4. From the Design tab, select Edit print settings.
    5. Manually enter the margin at the top of the sales form.
    6. Click Done.

    Once completed, try printing this in a blank paper and see if it works. If not, let's make sure your PDF reader is updated. Please check out this article for more instructions about updating your PDF reader: How to Update, Repair, or Re-install Adobe Reader/Acrobat

     

    However, if you're still getting the same hurdle, you may want to follow this article on how to troubleshoot printer problems in Windows: Troubleshoot Printer Problems in Windows.

     

    Swing by here if you have other questions about the different sales forms in QuickBooks. I'm always here to help.

    E
    Elaine7821Author
    January 14, 2020

    Thanks for your response juVielL, but as I said in my query - in order to have the customer's address appear in the window envelope, I have to tick the relevant box which means I cannot adjust the margins as you suggest as they are greyed out.  Why do I have to choose one or the other when I need both options?

     

    It seems like the only solution would be to print my own letterheads separately!

    R
    Ryan_M
    January 14, 2020

    Hi @Elaine7821,

     

    Thank you for your prompt reply. I also appreciate you for confirming what you want to do in your printed sales forms.

     

    As for your query, selecting the Fit printed form with paystub in window envelope option will disable to option to change the page margins, since the system will use a predefined setting. 

     

    For the Use letterhead paper option, the system no longer includes your QuickBooks Online (QBO) company name and address since it expects that it's already on the paper you'll be using. You can disable this option if you're using a blank paper to have your company name and address appear. 

     

    To keep tabs on what's new in QBO, you can check from this page from time to time: The QuickBooks Blog. This page lists new features released every month.

     

    Do you have other questions in mind? Post them below, and I'll be sure to get back to you. 

    G
    gennieosg
    February 10, 2020

    Has this been resolved?

    I am having an issue with changing the margins on a CUSTOM invoice, although I did see the above steps do work for revising the margins on the standard QB default invoices it comes with. 

    I uploaded and edited a word doc then saved it as my default invoice in my QBO, but now my company address as well as the billing address of my client no longer show in the window of my standard envelopes. 

    Is it possible to change the margins of a custom invoice template in QB online?

    Thanks for your help!

    J
    JamesDuanT
    February 10, 2020

    Yes, this issue has long been resolved, gennieosg.

     

    Currently, the customised template cannot be edited within the program. You'll need to go back to the Word document file and change the margin there. Then, you can import it again to QuickBooks Online. 

     

    I'll send feedback about being able to edit the imported templates within the program. This is a great idea and can help users customise the templates. Our Product Development Team will evaluate and put the idea into consideration for product updates.

     

    We're always open for feedback and suggestions because it will help us know where to focus the product enhancements. Let us know if you have another one.

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