Hey, it's Candus and in today's QuickBooks tips and tricks,
I'm gonna, this is the second part in fixing up your invoices.
So today, we're gonna go and look at the forms last video,
we did on the logo.
If you didn't get to watch how to add a logo,
look down below in the description, I will add a link
to that video for you.
But in this video, I'm gonna go in and show you
how do you move your lines around?
How do you choose what prints on the invoice
versus what you see when you're actually creating the invoice within QuickBooks.
So come look over my shoulder and we'll get started.
So the first step, I'm gonna go in actually to the invoice itself.
So I'm gonna go into the templates,
lists, templates,
I'm gonna go into the invoice that we worked on last week.
If for any reason,
you didn't see that video, as I said before, you can go up to i
and click on that, or it will be in the description down below.
So we're gonna double click on the invoice,
then we're gonna go down. So last time we added a logo,
this time,
you can go in here and you can change any,
this video is gonna be a little longer because I'm gonna give you a little extra detail
person questions that I was asked. So you can change your color scheme here.
If you have particular colors that you like
you can choose your color scheme
where it's gonna go black,
you can apply, so what you do is you click the color scheme
to the left and you click apply to the right
and you'll notice now it's Maroon
or if you want it to be blue, and you click apply color scheme, and then it will change.
Now remember
whatever color scheme you're choosing, you want to think about
your
printer ink,
or if your customers are printing out your invoices, those kinds of things
then below that you'll see
you have changed your font, and it's asking you do you want change your font for your title?
for your company name,
address, or your labels
and then you can click over here and choose
what
font you want it to be.
So you click on it, you choose your font.
Alright.
Then down below,
this is where you choose if you want the company name to print here,
the phone number, the email address these types of things you're choosing,
you click update the information, it'll take you into your company
preferences, company information,
and you can actually update it here.
If you don't like the way this is coming up,
you can always change it in the designer layout, which I'm gonna show you in just a second.
So
one of the things that people get confused or don't understand is an option within QuickBooks
is under additional customization.
So when you click on that,
you'll notice there's the header,
and it gives you all of the stuff is under header,
columns
and you can go along here,
and then footer,
and then printing preferences. So these are all preferences.
So the first, so you'll go through and you'll see it says default title,
you'll see which is, if it's whatever it says over here to
the right.
You'll notice it over here on the right showing up.
So if you change this to say invoice,
or if you change this to say sales form,
whatever you wanted it to say,
whatever you type over here,
it's gonna change it to the right.
So I'm gonna leave that as invoice, I just wanted to show you what it says.
So whatever you're changing on the, on so to speak,
the left side of the screen is gonna affect the actual invoice and it's gonna show it to you
on the right side.
So what that warning is saying is,
every time you make changes over here,
it could be changing the way the layout is happening
on the actual invoice.
So you can have a date,
you can have your invoice numbers, say invoice number,
you can change that to a number sign, like whatever you want
bill to, ship to P.O., S.O.
so purchase order
service order number
terms, due date, rep,
all this information, you can change it,
you'll notice to far left,
it's giving you
the title and then to the right, you're choosing what,
how you want it to show up on your invoice.
Then you're seeing the first option it says screen and it has a checkmark
then to the right it says print.
So what this means is when you're creating your invoice,
you're inside creating invoices,
when it's on the screen,
that's what actually gonna show up when you're creating your invoice
and on the right what it says print is actually what's gonna print.
So in other words, you could have things that you're entering
on your invoice, let me show you that real quick.
So when you're in here and you're creating your invoice,
you'll see there's different options showing up
if I choose you want to make sure in the right
templates, you're, the one you're working on
and you'll notice these are the things that are showing up
like service order number isn't showing up here.
But if I go into my formatting, I'm doing the exact same thing as I go up to
templates,
you just select and click OK when I go in here now,
and I'm choosing if I want this to be on the screen,
and I click OK.
But not print.
Now when I go into the invoice itself,
all these little screens to click through.
You'll see now numbers showing up.
But it's not showing up when it's being printed
and the reason that's happening is you have to choose
Whether
go back in here,
whether you want it to show up
only in QuickBooks to enter or
on the invoice.
So in other words, you can enter details in for
management purposes for your behind the scenes,
but you don't want those to print, you can choose that.
Okay?
I just want to make sure you guys understand that's how that works
As we go
through here, I'm not going to walk through every feature because I don't have time
I do this kind of stuff in my
Confidence with QuickBooks course.
But in the free tips and tricks, I don't have time to do that.
Plus, I'm trying to keep these short for you guys.
So under columns, you can choose your service date,
do you want to on the screen, do you want it to print
items,
you have to have items on the screen,
you can choose whether you want the item
to print on the invoice, see, it adds a column.
If you only want the description to print,
you can unmark that and only this description and quantity,
then you'll go through all these, you'll see those types of things
covered.
You also notice that there is an order number here on the right.
And that is just
in which order do you want to see these on the screen and printing in QuickBooks,
so you can't choose a different order on the screen,
then you can printing so whatever order you have,
that's what's gonna show up over here, when you're actually creating the invoice.
over here,
and
it's gonna show up
in the order you choose for everything you choose to print,
that's order, it's gonna show up
hope that makes sense
and you can always change the names or titles of these over here
and then they'll change on the invoice
and you can just go through
this gives you sales order,
columns,
do you want ordered, previously ordered backordered, that kind of stuff.
your footer. What messages do you want to show up?
Now one of the questions that I received
from that somebody wanted me to include on this
is balance. So,
what you can do is when you're creating,
you can have a subtotal,
you can have sales tax included down below
your total.
Any payments, I know that it might be a little bit hard to see,
I'll zoom in on this for the video when I'm producing it.
And then
balance due.
So what you can have, is it can show okay, this is how much the invoice was,
you've made this much in payments,
now this much is due
and you can choose to have that on there.
If you only want to show how much is due and not the payments,
then that would be you'd be selecting
these to not be showing
when you print it.
If it was me and I have customers who make,
say,
security deposits or
they're making payments as they go,
I would leave that payment there and have the balance due.
Okay,
you can have a little disclaimer, you can have a statement
if you want, and then this is options for printing.
And you can read through those.
So now I'm gonna go in, I'm gonna show you
how to go in and edit your actual lines.
If you ever mess something up and you don't like
you can always go back to the default and start over again.
So we're gonna go ahead and click on designer layout.
Now what you can do in here
is anytime you want to add any text,
say your logo would be maybe an image,
any text, any data fields, you can add all those in here.
You can copy stuff, you can remove stuff, you can copy the format, that kind of thing.
So what you do is if you are over here on the invoice,
and you'll notice I have a different style font,
you can actually just double click on it,
and go over here to font.
And you can choose any font you want.
So the features in here, it also allows you to change the title,
the label what they call label,
you can choose which way your text is showing up,
left, right or centered,
vertical, bottom, centered,
you can choose borders,
you can choose background colors.
So you can really go in here and customize your QuickBooks so that
it looks and feels like your business.
You can go through I like, I like this font handlee because
I like to be a little playful even though I teach accounting.
As you guys know, I love to teach inspiration as well
and I just enjoy a little bit of
fun and play. So I have that.
So you can actually go through and edit each individual item
that you want to change
your bill to, your ship to
you can change all the fonts all the way through
and then what you can do is you'll see how this line
is off right here. Did you see that?
See this one is doesn't match and that one's not matching.
Sometimes the easiest thing to do is change the bottom column
than it is to change the top, you just click on it see now how those match up.
Whenever somebody sends me an invoice
for QuickBooks,
and it's like off,
I have like this thing I got to go in and like
can I show you how to fix your invoices.
So that's how you change your lines.
If say you don't like that the number one is going to the right you can actually double click on it
and choose it to center
and now the number one will be in the center.
Those are the kinds of things you can change.
As well as when we were talking about the balance due
you might want to make these fonts larger.
If it was me, I would make them
at least a size 10
if not closer to a size 12
and you choose, do you want your balance due
to necessarily be bold,
maybe, maybe not.
To me, I probably would just have it as regular
font, but that's up to you.
And I probably have it like at least only a 14.
I just think it looks better to not have it's so big and bold.
Now what you'll notice that there's little lines in here,
and what those lines are is actually the dollar amount line
and you can click on these and you can move them.
So if your dollar amount seems like it's in the wrong spot, if you
if you want to make these larger,
so there's a box for
let's do it, well, see what that looks like.
So what you can do is you're gonna have to go in here, mess around and see what you like.
So I recommend probably this, this box is gonna be the text box
and then over here, there's like a light gray
and that's actually the
dollar amount box and you can make it the same size if you want.
That's what I would do because they start to get off a little bit.
So I hope this video has been helpful for you guys. If you have any other questions,
feel free to comment below.
Don't forget to SUBSCRIBE and LIKE this channel.
Go in here, customize your invoices.
Make sure you remember that the blue boxes are your envelope.
So if you don't need that, you can uncheck it
or you can mark it right down here.
You can adjust your margins,
you can adjust your grids,
all those kinds of things,
but go in and customize your invoice.
Remember,
part of what is showing up in here, is how you are creating your items.
How you are titling your description
and you, as always you can add a little comment down below.
It's been a pleasure working with you
if you want
and then when you go to look at the invoice it will look
like this.
It's been a pleasure working with you. That's what shows up in that little box.
So go in, move these lines around.
Change it up.
Make it the way you want.
Have a great day
Talk to you guys soon
Bye