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Reckon / Quickbooks – How to customise an invoice in Quickbooks / Reckon
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Published on Friday, 07 December 2018 15:24
Do 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 -
- 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
- Double-Click and the Properties opens
- Edit the Text, position, Border, etc
- Font – click and edit as desired
- 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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