As your business integrates itself into the world of QuickBooks, customizing invoices becomes an attractive option for any serious business owner. By implementing a well-thought-out invoice layout that includes custom fields, fonts colors, and your company logo, you can tailor QuickBooks to reflect your brand identity. 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. Additionally, an online invoice that highlights payment options can help you get paid faster and streamline the overall customer experience.
Here, we’ll explain why QuickBooks customized invoices matter and how you can begin using them today. For instance, you can easily remove fields you don’t need, add branded elements like company details, or incorporate brand colors to make each invoice stand out.
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. For instance, adding your brand colors and uploading your company logo helps you align your QuickBooks online invoice with your overarching company identity. By focusing on customizing invoices QuickBooks to reflect your company’s uniqueness, you strengthen the connection customers feel with your services.
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. You might also include additional custom fields that highlight special promotions, loyalty incentives, or unique payment options. If you have QuickBooks online invoices, you can seamlessly incorporate these personal touches using the design tab to ensure every invoice stands out.
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. Depending on your needs, it might be beneficial to remove fields that are irrelevant while adding custom fields that offer more clarity. Whether you are creating QuickBooks customized invoices or sales receipts, including extra information helps build trust and can enhance overall efficiency.
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).
Customizing invoices QuickBooks Online also lets you use the design tab to experiment with different fonts colors, brand colors, and layout options. You can also remove fields you find unnecessary or add remove fields that reflect important details, ensuring every online invoice is tailored to your specific business requirements.
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. For even more customization options, consider adding logos and brand colors that resonate with your company’s identity. QuickBooks allows you to tailor QuickBooks invoice designs by incorporating custom fields or removing extraneous lines, resulting in a simplified invoice layout. You can also easily edit invoice elements to make sure each detail lines up perfectly with your brand.
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. Automation ensures you can deliver an online invoice on time, making it more likely you’ll get paid faster.
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.
When you create invoice schedules, you can also set specific payment options or incorporate custom fields to further personalise each transaction.
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. For instance, if you regularly create invoice documents with unique specifications, you may want to add remove fields to better reflect the nature of your services. By customizing invoices QuickBooks to reflect your brand, you lay the groundwork for clear communication and a more seamless customer experience.
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.
Beyond simply selecting a basic template QuickBooks offers, you can explore additional ways to refine your layout and incorporate unique design elements. Whether you need assistance with custom form creation, advanced design tab features, or ongoing support, Fourlane’s QuickBooks experts stand ready to help you maximize your invoice customization efforts. 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! By learning how to tailor QuickBooks for custom invoices or sales receipts, you can improve operational efficiency and help your clients pay faster. With Fourlane’s guidance, you’ll discover how an online invoice template can be enhanced with your distinct brand colors, ensuring every invoice stands out and conveys professionalism.
