To use your new invoice, all you have to do is select it from the dropdown. If you don’t plan to use windowed envelopes, you have a lot of flexibility regarding the size and position of all of your invoice elements.Ħ. One of the first things you should check when you open the Layout Designer is the margin settings.ĥ.
For fine-tuning the appearance of your invoice, you can always use the Layout Designer, but I recommend that you do as much as you can through the Basic and Additional Customization dialogs first, and then use the Layout Designer afterward.Ĥ. To create a custom invoice template using a QuickBooks predefined template: Choose Lists, Templates from the QuickBooks main menu.ģ. Customize Your QuickBooks Invoices James H.