Transparency with your customers is why having an efficient invoicing system is crucial. 

QuickBooks offers invoice templates with customization options that you can leverage to reflect your brand.

In this blog, you’ll get a close look at QuickBooks invoice templates and learn how to edit invoice template in QuickBooks to ensure yours stand out.

What is a QuickBooks invoice template?

As a business owner, tracking and recording payments is challenging.

But learning how to edit QuickBooks invoice template is an easy way of maintaining accurate records and tracking payments. 

It allows you to reduce manual work and create professional invoices that include:

• Detailed information about the products or services.
• Accepted payment mode, currency, and payment terms.
• Other necessary details. 

Plus, your transactions are organized in one place through QuickBooks edit invoice template.

These templates are ready to use, and you can customize them according to your needs by making design or structure changes.

Creating these personalized communications will:

• Improve customer satisfaction 
• Strengthen customer relationships
• Add credibility to your invoices.

Now let’s find out how to edit invoice template in QuickBooks!

How to edit invoice template in QuickBooks

How to change your invoice template in QuickBooks

Step 1: Start by opening QuickBooks, then go to the ‘Customers menu.’ From there, click on ‘Create Invoices.’

Step 2: At the top of the ‘Create Invoices’ window, find the Formatting tab and click on it. A drop down menu will appear. From there, select ‘Manage Templates.’

Step 3: In the ‘Manage Templates’ window, you’ll see a list of all existing invoice templates. Scroll through and select the one you wish to modify, then click ‘OK.’

Step 4: After selecting a QuickBooks edit invoice template, the ‘Basic Customization’ window will open. Here, you can add your company logo and tweak your invoice appearance to match your brand. Select ‘Additional Customization’ to control the layout and content.

Step 5: Once you’re happy with your customization, click ‘OK’ to save your changes. Your QuickBooks edit invoice template is now ready to use for your future invoices.

Now that you know how to edit invoice template in QuickBooks, let’s look at some more functions. 

How to duplicate a form template

Duplicating a form template can be a great way to save time and energy when using QuickBooks edit invoice template to create a new form. It’s handy when you need lots of forms based on one design or style with slightly different information. 

For example, if you want to know how to edit QuickBooks invoice template for packing slips, follow these steps:

Step 1: Navigate to your ‘Lists’ menu and select ‘Templates.’ From there, find the template you need to duplicate and select it.

Step 2: Choose ‘Duplicate’ from the ‘Templates’ dropdown. This creates an exact copy of your original template you can edit for different purposes, instead of making one from scratch.

How to import or export form templates

Importing or exporting form templates adds convenience to the QuickBooks edit invoice template process. 

Here’s how to import a template:

Step 1: Start by opening the company file that you want to use the template on.

Step 2: Under the ‘Lists’ menu, click on the ‘Templates’ dropdown. Choose ‘Import.’

Step 3: Pick the template you want to import, then select ‘Open’. You can give your imported template a new name or keep the original.

Step 4: Click ‘OK.’ You’ll now find your newly imported template in your template list.

To export a template:

Step 1: Go to ‘Templates’ from the ‘Lists’ menu and choose the template you want to export.

Step 2: Hit the ‘Templates’ dropdown, then select ‘Export.’

Step 3: Confirm the file name and decide its location on your PC. Click ‘Save’ to complete the export.

How to change invoice number sequence in QuickBooks

Changing the invoice number sequence in QuickBooks is quick and simple with a few steps. Here’s how:

Step 1: First, log in to your QuickBooks account and click on the gear icon at the top of the page. This will open up settings for accounting, as well as options for sales form entry. 

Step 2: Under the custom numbering section, tick the box beside ‘Customer transaction numbers’ and select ‘Save.’ This allows you to edit existing invoice numbers when creating new or editing existing invoices before saving or sending them. After hitting ‘Save,’ you have complete control of your invoice number sequence.

Ways to personalize your QuickBooks invoice

When learning how to edit invoice template in QuickBooks, make sure you customize them to your business. After all, it’s a great way to add a personal touch to your invoices. 

A personalized invoice helps you:

• Present your business professionally 
• Strengthen your brand identity. 

Here are some ways you can personalize your QuickBooks edit invoice template:

Add your logo and branding

QuickBooks allows you to quickly:

• Add your logo
• Align it as desired
• Adjust its size. 

Here’s how:

Step 1: Navigate to the ‘Customers’ menu and click ‘Create Invoices.’ From there, select the ‘Formatting’ tab and choose ‘Manage Templates.’ You will see a list of available templates; select the one you want to change.

Step 2: Next, add your logo. In the Basic Customization window, you’ll find a checkbox labeled ‘Use logo.’ Check this box, and a window will appear where you can upload your logo. Click ‘Select Logo’ and browse your computer for the appropriate file.

Step 3: After adding your logo, you can adjust its size and placement. QuickBooks automatically resizes the logo to fit, but you can manually adjust it if needed. Make sure your logo looks clear.

Adding your logo is one of many ways to incorporate your brand into your invoices. Here are some other ways to add your branding when you use QuickBooks edit invoice template:

• Choose a consistent color scheme that matches your brand.
• Select a font that is professional and fits your brand.
• Add a personal message, such as a thank-you note or your company’s tagline.

Remember, every point of contact with your customers is a branding opportunity – make it count!

Tailor your invoices to your business with Method

Flexible software like Method simplifies your invoice customization. Let Method take care of your invoice personalization with its customization features including:

• Custom fields that let you include all the necessary information for your clients.
• An integrated CRM that links your invoices with your CRM data. This allows for automation and personalized communication.
• Links for online payments that simplify the payment process for customers and encourage timely payments.

Method’s powerful features empower you to design invoices that accurately represent your business.

How to edit invoice template in QuickBooks FAQs

Can I edit the invoice number field in QuickBooks Online?

QuickBooks Online lets you edit the invoice number field easily. To begin, access the settings menu by selecting the gear icon at the top of the toolbar. This directs you to a menu where you can select your account.

In this menu, click the ‘Sales’ option, followed by the pencil-shaped icon. This brings up your associated sales forms and an option to edit custom transaction numbers associated with each type.

Can you change the margins on a QuickBooks Invoice?

Yes, you can change the margins of a QuickBooks Desktop invoice when you go to print the invoice. Here are the steps to adjust them:

• From the ‘File’ menu, choose ‘Printer Setup.’
• In the ‘Form Name’ dropdown list, select ‘Invoice.’
• Click on the ‘Margins/Fonts’ button.
• Here, you can adjust the margins for all sides of the page.
• Once you’ve made adjustments, click ‘OK’ to save the changes.

Can I edit the products on my QuickBooks invoice?

Yes, you can edit the products on your QuickBooks invoice. This QuickBooks edit invoice template function lets you bill clients for the correct products or services. Here’s how to do it:

• Open the invoice you want to edit. 
• In the details section of the invoice, you’ll see a list of products or services. To edit a product, click on the line item you want to change.
• You can then change the product’s description, rate, or quantity. 
• Once you’ve made the necessary changes, click “Save & Close.”

See how you get faster payments through invoicing with Method. 

Image credit: Rawf8 via Adobe Stock

The post How to edit invoice template in QuickBooks appeared first on Method.

E-signature allows you and your team to save time on tedious tasks like manual document signage and improve your customer experience by simplifying the online payment process for your clients.

Keep reading to understand:

• How to add signature line on QuickBooks invoice.
• How and why you should add a signature line to your QuickBooks invoice.

Why Method is the best electronic signature QuickBooks invoice option.

Reasons to add signature to QuickBooks invoice

If you’re a small to mid-sized business owner, your plate is likely already full of responsibilities. Your time is valuable, and manual tasks are not the best way to spend it.

Adding signature lines to your QuickBooks invoices with a third-party app integration like Method creates more efficient workflows for you and your sales team.

Here are some key reasons to start adding signature lines to your QuickBooks invoices:

• Completed digital signature lines illustrate that both parties read, understand, and oblige by the terms of the agreement.
• The signage will be stress-free for your customers, reducing back-and-forth communication.
• Process agreements and online payments in a more timely manner.
• Spend more time improving customer relationships with advanced customers.
• E-signatures are more secure than manual signatures and paper checks.
• You will be less likely to misplace signed documents and other essential company files once they’re all online.

Can you add a signature to QuickBooks invoice?

After putting it to the test, adding signature lines to estimates and invoices is not yet an option in QuickBooks business accounting software.

Sure, you can use the ‘Message on invoice’ or ‘Message displayed on estimate fields’ as replacements to indicate what documents need signage.

But wouldn’t it be much more efficient if you could add signature to QuickBooks invoice and estimate templates directly? That said, it’s not very clear how to add signature line on QuickBooks invoice.

The good news is that it gets much easier with a third-party app integration like Method!

Benefits of integrating e-signature software with QuickBooks

With QuickBooks Online app integrations for e-signature, you can add signature to QuickBooks invoice and estimate templates with ease. 

To learn how to add signature line on QuickBooks invoice, you must integrate your account with a QuickBooks app integration.

With only the click of a button, there are many benefits to investing in e-signature software.

Lower transaction cost

Integrating e-signature software with your QuickBooks Online saves your business a lot of money in the long term.

Say goodbye to the expenses of hard copy signatures, like paper, printer cartridges, check printing, and wasted office space.

Speed up your signage processes

No more long processing times for agreements in QuickBooks Online and Desktop! Simplify your agreement process with digital signatures to save time and sign agreements faster.

Customers can pay you from anywhere and have agreements approved in real time using digital signature software.

Increased security for digital documents

There are automated processes to validate that someone signed a record with legitimate credentials when it comes to digital signature software.

Drawing from our experience, added security reassurance encourages your clients to do business with you again.

Single time activity

Once you’ve integrated an e-signature software with QuickBooks Online or Desktop and downloaded a digital signature, the feature is there to stay — and you’ve learned how to add signature line on QuickBooks invoice.

You can enjoy a stress-free signage process and implement signature lines in estimates without trouble.

Greater accuracy of information

Avoid easy errors like double entry and miscalculated expense tracking with a QuickBooks e-signature integration.

How to add signature line on QuickBooks invoice with Method

Know how to add signature line on invoice synced from QuickBooks with a comprehensive solution like Method. First, set up an account and customize your account to implement the electronic signature QuickBooks invoice feature. Out of the box, you get e-signature capture via the Estimates App and Proposals App (pictured below).

If you’re wondering how to add signature line on an invoice synced from QuickBooks, it’s really easy with Method’s powerful, two-way QuickBooks data sync.

With a bi-directional flow of information between both platforms, you can access the most up-to-date data on what documents were signed and which still need signing, and have a quicker approval process.

How electronic signatures on QuickBooks invoices automate your business processes

Based on our firsthand experience, automating e-signature approval speeds up all ends of your business so you can focus on the important stuff. Among these benefits are the following.

Better cash flow

Our research indicates that a typical small business in the United States holds more than $80,000 worth of unpaid invoices. That’s a lot of outstanding revenue for your business!

With electronic signatures in QuickBooks invoices, however, you speed up the time it takes to receive payment. You may even follow up with customers through automated private message follow-ups sent to their business email addresses.

Improve contract process efficiency

Through our practical knowledge, when you know how to add signature line on QuickBooks invoice, you simplify the contract management process, and your business maximizes the potential of its operations. 

Especially, if you choose the electronic signature QuickBooks invoice option. Here’s why.

E-signature lets you:

• Issue digital payments through payment links.
• Accept customer signatures.
• Create sales receipts and forms in real-time to improve your contract process efficiency.

You can then dedicate your efforts to expanding your customer base with all this extra time!

Electronic signature for checks and paychecks

While creating an online signature for checks and paychecks would be ideal to speed up payment processing, it is not currently possible in QuickBooks. 

Draw up estimates and invoices faster

Nobody enjoys drawing up manual sales receipt templates or invoice templates.

Luckily, e-signature software offers custom branding templates for:

• Invoices
• Estimates
• Credit memos
• Sales receipts
• And more!

Here’s an example of what a personalized invoice template in Method can look like.

This helps you issue documents to your customers quickly and keep your document branding on point!

Connect with your customer success manager (CSM) to learn how to build your custom templates.

Electronic signature QuickBooks: It’s possible with Method

Choosing Method as your digital signature software means a seamless integration process and the following benefits.

Unlimited document signage

Unlike other options like DocuSign E-signature Connector, Method lets you sign as many documents as needed! This is important when looking to grow your customer base and invoice volume.

No additional costs

Once you set up your Method account, implementing the QuickBooks Online e-signature feature for estimates and proposals is quick and easy. For your invoice workflow, you get to customize the functionality to make sure it’s right for your business.

Compatible with all versions of QuickBooks Online

Many e-signature software solutions, like DocuSign E-signature, require you to use QuickBooks Online Advanced. However, Method lets you integrate e-signatures and create customizable forms in all versions of QuickBooks, including:

• QuickBooks Desktop.
• QuickBooks Online.
• QuickBooks Online Advanced.

Additional benefits

Method strengthens your brand identity and customer relationships by personalizing the format and design of:

• Invoices.
• Estimates.
• Sales receipts.

This way, all your documents always reflect your brand and contain the information your clients need.

Method isn’t just your e-signature software for signing agreements and accepting online payments in QuickBooks Online. Abundant with powerful tools, it’s also your one-stop shop for optimizing your:

• Sales pipeline.
• Lead management.
• Customer data.
• Activity tracking.
• Reporting.
• Team collaboration.
• Automated scheduling — and so much more!

Plus, you have access to an entire community of experts well-versed in QuickBooks, ready to help you enrich your data with advanced tools.

Recap: How Method + QuickBooks makes life easier

With Method’s long list of powerful integrations and customizable tools, you spend less time entering data and more time growing your business.

Method connects directly to apps like Gmail, Outlook, and Mailchimp, with hundreds of other integrations available via Zapier. It enriches your QuickBooks data in ways that go far beyond customizable invoices, payment page links, and document signage.

Connect with your customer success manager (CSM) about how to add signature line on QuickBooks invoice and enrich your estimate details with features like purchase order history, customer lifetime value, and more.

QuickBooks invoice signature FAQs

How do I add a signature to checks in QuickBooks?

QuickBooks doesn’t offer the option to capture e-signatures or easily add signature files on checks. Using a third-party app is the easiest way to add a signature to checks in QuickBooks.

How do I customize invoices in QuickBooks Online?

To customize invoices in QuickBooks Online, the first step is to add your company’s logo to your template through the “Company Account Settings” menu. This is also possible through the “Design” tab when editing an invoice.

Then, click on the gear icon and select “Custom From Styles” beneath the “Your Company” section of the file menu. Then, select “New Style” followed by “Invoice“.

QuickBooks Online lets you personalize an invoice’s design, content, and email templates — but it’s not easy or comprehensive.

Simplify this process with Method by using its drag-and-drop service for invoice customization. Method also lets you add authorized signatures to simplify your invoicing processes.

Can you send contracts through QuickBooks?

Although QuickBooks doesn’t let you send contracts directly, you can with Method. You can automatically send batch personalized invoices to your clients, request signatures on estimates, and track the status of documents.

This cloud-based program speeds up your quote to cash workflow and simplifies your invoicing process. 

Start your free trial with Method today — no credit card required!

Image credit: Mikhail Nilov via Pexels

The post How to add signature line on QuickBooks invoice appeared first on Method.