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Reckon / Quickbooks – How to customise an invoice in Quickbooks / Reckon

images/ReckonLogo2016.JPGDo you want to change or improve the look of your invoices and statements that are sent to clients? Here’s how to customise or update invoices and statements -

  • In Menu at the top, click (>) Lists
  • > Templates, towards the bottom
  • Double-click the invoice or statement template you want in the list
  • It will open in a window such as -

 images/Reckon Invoice Customise 1.JPG

  • Click Layout Designer at bottom to edit
  • Scroll to area of document to edit and click a box once to select it and the border changes

images/Reckon Invoice Customise 02.JPG

  • Double-Click and the Properties opens
  • Edit the Text, position, Border, etc

images/Reckon Invoice Customise 3.JPG

  • Font click and edit as desired

images/Reckon Invoice Customise 4.JPG

  • Click OK to save
  • OK again and check how it looks on screen
  • To view more in real-time, click OK to leave, the Print Preview at lower RHS
  • Click Zoom in or click on image to enlarge, scroll on RHS up and down
  • Close or Esc
  • If happy, click OK lower RHS, or to continue edit, re-click Layout Designer.

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Accounting Software Australia, MYOB, Quickbooks, accounts software, bookkeeping software
Accounting Software Australia, MYOB, Quickbooks, accounts software, bookkeeping software
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