Creating an invoice is part of your usual A/R workflow in QuickBooks Desktop. To see the complete list of workflows and other customer-related. There may be times when you need to send physical copies of sales forms to your customers. Here’s how you can save a copy that you can. Do you do work for your clients, then invoice them later? Learn the ins and outs of creating and sending out invoices in QuickBooks.

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Select Create an invoice for a percentage of the work completed and enter a percentage in the text box if you would like to invoice for a portion of the total amount. Warning Information in this article applies to QuickBooks software. Accessed 31 December Use this option at the invoies of your project after all other invoices have been created.

When the Templates window pops up, qyickbook on the template you wish to modify.

In QuickBooks, you can save an invoice as a PDF file and later attach it to an email that you send to your customer. Intuit designed the QuickBooks financial software to handle most business accounting needs, including generating invoices for customers.

One invoicee for sending these invoices to your customers is email, which is quicker and more cost-effective than printing and sending paper invoices by mail. You can also resize the logo by selecting it and putting your cursor over one of the boxes on the selected perimeter.

If you are not satisfied, click on the “Layout Designer” button again and make any additional changes you would like. Depending on which text editor you’re pasting into, you might have to add the italics to the site name.

To submit your questions or ideas, or invocies simply learn more, see our about us page: Click on “Create Invoices in quckbook Customer Center” and make sure the name of the template you just changed is showing in the Template box in the upper right corner of the invoice.


Select the destination folder on your computer in which to save the PDF invoice. Skip to main content.

Creating a QuickBooks Invoice

You can have your Company Overhead and Margin appear Prorated into each line item or if you are invoicing for the entire project designated as a Separate line items in the QuickBooks Invoice. Small Business – Chron. Move your cursor over the selected logo and when the crosshairs appear, left-click and drag the logo quiickbook the position you want on the form. If you choose to Invoice for Retainageyou must have retained revenue in previous invoices.

Enter a name in the “File Name” field and click savve. Retainages are typically used to ensure proper completion of the project.


Use the Previous and Next buttons to view other imported invoices in QuickBooks. Click “Close” after viewing. It may vary slightly or significantly with other versions or products. QuickBooks exports are irreversible.

Jobsor choose a Customer: When the Select Image screen pops up, find your logo file that you saved to your hard drive in step 1 and double-click it or select it and click “Open”. Once you are happy with your changes, click “OK” on ivnoices Basic Customization screen. Depending on which text editor you’re pasting into, you might have to add the italics to the site name. Quickobok Markup and Retainage options for the estimate. William Pullman is a freelance writer from New Jersey.

He has written for a variety of online and offline media publications, including “The Daily Journal,” “Ocular Surgery News,” “Endocrine Today,” radio, blogs and other various Internet platforms.

Click the “OK” button at the bottom of the Layout Designer screen to save your changes and return to the Basic Customization screen, then click on “Print Preview” in the lower right corner. The invoice will open in QuickBooks.


When the double arrow appears, you can left-click and drag to increase or decrease the size of the logo. Adding your logo to your business’s customer invoices can give those invoices a professional look as well as provide additional exposure for quicknook company brand. In QuickBooks Pro, click on ”Lists” in the menu bar and select “Templates” from the drop-down menu.

To reposition the logo, click on it to highlight it. Only categories and savd with estimated values entered in the estimate can be selected.

Creating an invoice in QuickBooks – QuickBooks – MinuteDock Help Center

Add company logos on invoices, estimates, sales receipts, or other forms. Click on the “Layout Designer” button at the bottom of the Basic Customization screen. If desired, select Qjickbook and enter a percentage to be withheld from the total invoice amount. About the Author This article was written by a professional writer, copy edited and fact checked through a multi-point auditing system, in efforts to ensure our readers only receive the best information.

Locate the “Add” button at the top of the Layout Designer screen and click on the down arrow on the Add button, then hit quockbook Image. Click “OK” to the warning that says QuickBooks will copy the image. The logo will now appear on your invoice template in the Layout Designer screen. Save your logo to the hard drive on your computer and note the file name and directory location, which you’ll need in step 4.

The Basic Customization window will appear. You can easily incorporate a logo on invoices or any other QuickBooks form using the Templates feature.