Customizing Your QuickBooks Invoice

One of the jobs of a QuickBooks professional adviser is to help users print invoices that both satisfy the firm's requirements for accurate record-keeping and present a clear and visually appealing document to clients.


One of the jobs of a QuickBooks professional adviser is to help users print invoices that both satisfy the firm's requirements for accurate record-keeping and present a clear and visually appealing document to clients.

Bear in mind that you may use different templates for different purposes. For example, you might use an invoice with very little detail to ask for a scheduled payment on a contract price job, but a time-and-material change order might require full detail with the number of hours or materials line items. What you show (or keep hidden from) the customer depends on the situation.

QuickBooks comes with a variety of invoice templates. (The number of template choices varies with the software version.) Differences in the appearance of the printed invoice come from the following:

  • Presence or absence of line items within the description area of the invoice.
  • Presence or absence of the total, credits, and other balance information.
  • Presence or absence of company contact information. Print invoices on letterhead or on blank paper with QuickBooks-printed contact information.
  • Arrangement of columns and fields on the printed page.
  • Use of font, point size, and color.
  • Use of lines and boxes to organize information.
  • Creating a Custom Template

    You don't want to inadvertently destroy the QuickBooks predefined templates, so you will need to create a duplicate of whichever QuickBooks template matches what you want to create.

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