As your business integrates itself into the world of Quickbooks, customizing invoices becomes an attractive option for any serious business owner. Not only will custom invoices make your business appear more professional, but their practicality and appeal to customers will make your services memorable and more likely to be chosen again.
Here, we’ll explain why QuickBooks customized invoices matter and how you can begin using them today.
3 Ways QuickBooks Customized Invoices Help Your Business
There are three main reasons why customized invoices can make a difference in your business.
1. Increase Brand Recognition
In a customized invoice, you can add your company’s name, logo, and contact information. These details will make your brand instantly recognizable to your customers. A customized invoice can also increase loyalty to your brand.
2. Build Relationships with Customers
Personalization on your invoices will show your customers that you value their business. For each invoice, you can add personalized elements like a brief thank you note or compliment. This shows your customers you genuinely value and care for their business, increasing the likelihood they’ll want to use your services again.
3. Give Vital Information to Customers
Your invoices don’t have to just be a simple record of past transactions. You can add non-transactional data like upcoming orders, appointments, warranty information, or product expiration dates. This makes your invoices valuable documents your customers will refer back to often, rather than just filing them somewhere they’ll never see again. It also helps them feel like you are hiding information.
How to Customize an Invoice in QuickBooks Desktop and Online
Now that you know why customization is important and how it can add to the success of your business, you need to know how to do it. QuickBooks online and desktop versions are slightly different, so we’ll walk you through how to customize an invoice on each version.
Customization in QuickBooks Online
In the online version:
- Add your business logo by clicking on company account settings and uploading an image.
- Select the gear icon in the top right-hand corner.
- Under “Your Company”, click “Custom Form Styles”.
- Click “New Style” and then “Invoice”.
- In the online version, you can then change the design (colors, font, logo), content (labels, sizing, information), and emails (custom email template).
Customization in QuickBooks Desktop
In the desktop version:
- Click on the “List” menu and then “Templates.”
- Right-click on an invoice template, then click “Edit Template.”
- From here, you can upload your logo and change colors, fonts, or formatting.
- Click “Additional Customization” which will allow you to customize your invoices further.
One thing to keep in mind is that if you change too much on the customized template, it may make your invoice incompatible with QuickBooks preprinted forms. Try printing a few practice invoices to ensure everything works and looks right.
How to Set Up Automatic Invoices in QuickBooks
Automatic invoices make your business actions far more efficient and convenient. You won’t have to worry about sending an invoice whenever a customer buys one of your services or products. Instead, your invoices will automatically be sent to customers, saving you time and work.
To set this up, there are some simple steps. Just remember, if you use either the desktop or the online version of Quickbooks, you will need to repeat these steps for each of your customers. Setting up one recurring invoice for one customer won’t automatically make all your customers have recurring invoices.
Setting Up Recurring Invoices in QuickBooks Online
- Click on the gear icon and then click “Recurrent Transactions,” then click “New.”
- Then, you can click on the invoice types and then click “OK.”
- From here you can click “Scheduled” and then click “Automatically send emails.”
- Remember to click “Save” at the end.
Setting Up Recurring Invoices in QuickBooks Desktop
If you use the desktop version:
- Start at the main screen and click “Quick Create” and then “Invoice”.
- Select a customer, add a new one, and continue the recurring invoices process.
What Should I Include in an Invoice Template?
While deciding what to include in an invoice is ultimately up to you and what is best for your business, there are some standard inclusions many people incorporate. These are:
- The name of your company and contact information, including your address
- The specific customer information, including their name and contact information
- The due date of the invoice and the invoice number
- The total amount the customer owes you, with taxes included
- A clear description of what exactly the customer paid for and is receiving
- What modes of payment you accept
- Terms and conditions
- Any other information you want to include
Incorporate changes in contact information or addresses as soon as they happen. And remember that you can make changes as your business evolves and grows.
Go Beyond Invoice Templates with Fourlane
A QuickBooks invoice template may help you get started, but Fourlane’s services and products can help you customize your invoices even further. Our team of experienced QuickBooks consultants knows all of the outs and ins of QuickBooks and what has proven effective for other businesses in many different industries.
If customization is new for you or you would like another set of eyes to give you advice, Fourlane is the place to go. We can also help you through unwanted confusion and glitches in QuickBooks so you always have complete control over your business.
Choose Fourlane and Customize Your QuickBooks Account
QuickBooks customized invoices are the key to propelling your business forward and improving relationships with your customers. With these simple steps, you can do the process yourself. Or, reach out to Fourlane and get expert help and take your business to the next level. Explore our available services and speak with a consultant today!