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QuickBooks 2013 For Dummies by Stephen L. Nelson, MBA, CPA

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Customizing Your Invoices and Credit Memos

With QuickBooks, you can easily customize the invoice and credit memo templates, or create new invoices and credit memos based on one of the existing QuickBooks templates. All you have to do is open the form that you want to customize, click the Formatting tab, and then click the Customize Design button. QuickBooks displays an Intuit web page that walks you through the steps to creating your own highly customized form (see Figure 4-12).

Alternatively, you can click the Formatting tab and then click its Customize Data Layout button to display dialog boxes that supply buttons and boxes that you can use to first create a copy of the standard QuickBooks invoice or credit memo form and then modify the data that appears on the new copy of the form by marking and unmarking check boxes. Note that the Additional Customization dialog box you use to make your changes (see Figure 4-13) provides a Preview area that shows what the customizations look like, so go hog-wild and be adventurous. (If you make a mess, just click Cancel to abandon your customized changes. Then, if you want, restart the process — perhaps a bit wiser and smarter for the experience.)

tip.eps If you’re creating a new invoice form using the customization dialog boxes, you can also click the Layout Designer button in the customization dialog box to open the Layout Designer window. In this ...

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