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asewterelectrica
November 20, 2019
Question

Not happy with invoice layout too much space wasted.also 3 page sales invoices do not even saycontinued/customer name nothing?

  • November 20, 2019
  • 3 replies
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3 replies

EmmaM
November 20, 2019

Hello Asewterelectrica

 

 

Thanks for contacting us in the Community. If your sales invoice goes over more than one page you can add footer text such as the invoice number and it will appear on the bottom of each page on those invoices.We would ask if possible if you can use the feedback option in the cog in the top right of the product regarding this as well for our product developers.

 

Thanks

 

Emma

kama
April 3, 2021

This didnt answer the question !

 

when completing an Invoice there are multiple columns, and all though they can be changed, slightly wider,

 

The Description box can only be made so wide, this makes a 20 / 30 word description almost half a page, yet the Vat column which only takes a letter is so big, as are some of the others.

 

I had the original QB basic, and you could change that to a much larger width .

Also because the Description goes over several pages , the comment box at the bottom, which says of basic Terms and conditions, repeats on every page, taking up another large are of the page, as said Not very professional. 

Can I widen the Description box more than the basic allowance ?

Can I have the Message boxes only at the end of the Invoice, instead of on every page, my second Invoice Message box has a basic Terms & Cond, and PAyment info, this is only needed once, at the End.

 

Thank you

CharleneMaeF
April 3, 2021

Thanks for getting back in touch with us, kama.

 

Yes, you can adjust the description column. I'd suggest following these steps.

 

  1. Go to the Gear icon.
  2. Under Your Company, click Custom Form Styles.
  3. Select the Edit link of the default invoice template.
  4. Click the Content tab.
  5. Choose the Activity section on the preview image to show the options.
  6. Click the Edit Labels and Widths link.
  7. Move the slider to adjust the widths.
  8. Click Done. 

You can check out this article for further guidance: Customise Invoices, Estimates and Sales Receipts.

 

As for the message box, this will appear on every invoice.

 

You can also attach files, and email sales forms to your customer within QuickBooks Online. This helps you personalise the invoices you sent.

 

Please get back to us if you need further assistance in managing your sales transactions. I'm always here to help.

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