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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Depending on which text editor you’re pasting into, you might have to add the italics to the site name. To reposition the logo, click on it to highlight it.

He has written for a variety of online and offline media aas, including “The Daily Journal,” “Ocular Surgery News,” “Endocrine Today,” radio, blogs and other various Internet platforms. The invoice will open in QuickBooks. Warning Information in this article applies to QuickBooks software.

William Pullman is a freelance writer from New Jersey.

Click “OK” to the warning that says QuickBooks will copy the image. With QuickBooks invoices, you can keep track of how much a customer owes you, receive payments, and print invoices for customers. One option for sending these invoices to your customers is email, which is quicker and more cost-effective than printing and sending paper invoices by mail. Once you are happy with your changes, click “OK” on the Basic Customization screen. Locate the “Add” button at the top of the Layout Designer screen and click on the down arrow on the Add button, then hit ‘”Select Image.


If you choose to Invoice for Retainageyou must have retained revenue in previous invoices. Depending on which text editor you’re pasting into, you might have to add the italics to the site name.

Enter a name in the “File Name” field and click “Save. 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.

How to Save an Invoice As a PDF File in Quickbooks |

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.

Add company logos on invoices, estimates, sales receipts, or other forms. You can easily incorporate a logo on invoices or any other QuickBooks form using the Templates feature.

Designate Markup and Retainage options for the estimate. To submit your questions or ideas, or to simply learn more, see our about us page: 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. If desired, select Retainage and enter a percentage to be withheld from the total invoice amount. The logo will now appear on your invoice template in the Layout Designer screen.

Move your cursor over the selected logo and when the crosshairs appear, left-click and drag the logo into the position you want on the form. You can also resize the logo by selecting it and putting your cursor over one of the boxes on the selected perimeter. Select the destination folder on your computer in which to save the PDF invoice.



Small Business – Chron. In QuickBooks Pro, click on ”Lists” in the menu bar and select “Templates” from the drop-down menu. Accessed 31 December 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”.

Click “Close” after viewing.

How to Add Your Logo to Invoices in QuickBooks

Jobsor choose a Customer: Only categories and subcategories with estimated values entered in the estimate can be selected. Use this option at the end of your project after all other invoices have been created.

Adding your logo to your business’s customer invoices can give those invoices a professional look as well as provide additional exposure for your company brand. The Basic Customization window will appear. Use the Previous and Next buttons to view other imported invoices in QuickBooks.

Retainages are typically used to ensure proper completion of the project. About quickbok 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.

It may vary slightly or significantly with other versions or products.