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Select the relevant column order for rows like Quantity and Description, enter the new sequence numbers, then record changes with OK.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},336558,1790448506,{"code":4,"msg":82,"data":83},"success",[84,89,94,99,104,109,113,118,123],{"id":85,"doc_module":22,"doc_module_name":25,"category_name":86,"show_sort_weight":87,"slug":88},11,"Presentations",90,"presentations",{"id":90,"doc_module":22,"doc_module_name":25,"category_name":91,"show_sort_weight":92,"slug":93},12,"Resumes",80,"resumes",{"id":95,"doc_module":22,"doc_module_name":25,"category_name":96,"show_sort_weight":97,"slug":98},14,"Invoices",70,"invoices",{"id":100,"doc_module":22,"doc_module_name":25,"category_name":101,"show_sort_weight":102,"slug":103},15,"Posters",60,"posters",{"id":105,"doc_module":22,"doc_module_name":25,"category_name":106,"show_sort_weight":107,"slug":108},16,"Social Media",50,"social-media",{"id":110,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":111,"slug":112},17,40,"forms",{"id":114,"doc_module":22,"doc_module_name":25,"category_name":115,"show_sort_weight":116,"slug":117},18,"Letters",30,"letters",{"id":119,"doc_module":22,"doc_module_name":25,"category_name":120,"show_sort_weight":121,"slug":122},21,"Paper Templates",5,"papers-templates",{"id":124,"doc_module":22,"doc_module_name":25,"category_name":125,"show_sort_weight":4,"slug":126},158,"General","general-158",{"code":4,"msg":82,"data":128},{"doc_id":79,"user_id":129,"nickname":42,"user_avatar":130,"doc_module":22,"category_id":110,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":136,"language":137,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":138,"faqs":139,"seo_title":140,"seo_description":12,"update_tm":141,"read_time":142},962088121634,"https://ap-avatar.wpscdn.com/davatar_9964176cb1d06d4a9deccf72a44ae3dc","Customizing Forms and Writing QuickBooks Letters  \nLesson 15  \n1  \nLesson objectives  \n• To learn how to modify a preset invoice form  \n• To design a custom invoice form  \n• To see how to print invoices  \n• To learn how to prepare a collection letter for overdue customers  \n• To learn how to edit a prewritten letter in QuickBooks  \n2  \nCreating new templates  \nTo create a new invoice template:  \n1. From the Lists menu, choose Templates.  \n2. Click the Templates menu button, and then choose New.  \n3. Click OK to select the invoice form.  \n4. Click the Manage Templates button to give the template a name.  \n5. In the Template Name field, type My Invoice and click OK.  \n3  \nCreating new templates  \nTo create a new invoice template:  \n6. Look at the options in the Logo & Fonts section of the Basic Customization window.  \n7. In the Company & Transaction section, select the Phone Number checkbox.  \n8. Select the Do not display this message in the future checkbox, and then click OK.  \n9. Leave the Basic Customization window open. You’ll use it in the next exercise.  \n4  \nCreating new templates  \nTo customize fields on a template:  \n1. Click the Additional Customization button.  \n2. To have the Due Date field display both onscreen and on the printed form, click the Screen checkbox for Due Date to select it.  \n3. Click the Print checkbox for Due Date.  \n4. Clear the Screen and Print checkboxes for the P.O. No. field to remove the field from the form.  \n5  \nChanging field order on forms  \n• The lower half of the standard QuickBooks invoice form is where you enter details about the items or services purchased by the customer. You can change the order of these fields as they appear on your invoices.  \n• The Order column shows you how fields display from left to right on the invoice form. Currently, Item is the first column and Amount is the last column. Suppose you want the Qty field to appear after the Item field, and before the Description field.  \n6  \nChanging field order on forms  \nTo change the order of fields on a form:  \n1. Click the Columns tab.  \n2. Double-click the Order column in the Quantity row to select the number.  \n3. Type 2 .  \n4. Double-click the Order column in the Description row to select it.  \n5. If it has not changed automatically, type 3 .  \n6. Click the Footer tab.  \n7. Click the Print tab.  \n8. Click OK to record the changes.  \n9. Click OK again and close the Templates window.  \n7  \nDisplaying your customized form  \nTo display the custom form:  \n1. From the Customers menu, choose Create Invoices.  \n2. In the Template field, choose My Invoice from the drop-down list.  \n3. Leave the Create Invoices window open, you’ll use it in the next exercise.  \n8  \nDesigning custom layouts for  \nforms  \n9  \nHere are a few examples of what you can do with a custom layout:  \n􀂃 Give your company name, address, and logo special treatment on the form. For example, you could center your logo at the top of the form and put your company name and address in a special font immediately below the logo.  \n􀂃 Enlarge a custom field so that it can display more information.  \n􀂃 Position the customer’s billing address so that it coincides with the address window in the envelopes you use.  \n􀂃 Change the borders on fields, add background colors, and add extra text fields.  \n􀂃 Add multiple graphics to a form.   \nChanging the position of fields on forms  \nTo move fields on forms:  \n1. In the Create Invoices window, click the Customize icon.  \n2. Click Customize Data Layout.  \n3. Click Layout Designer.  \n4. Click the Bill To field.  \n5. Press and hold the Shift key.  \n6. Click the field directly below the Bill To field (the field containing the words “This is sample text”) .  \n7. Release the Shift key.  \n8. With the cursor over the selected fields, press and hold the left mouse button.  \n9. Drag the selected fields down about one inch.  \n10.Release the mouse button.  \n10","cbCainrGaaQgT674","https://ap.wps.com/l/cbCainrGaaQgT674","pdf",217520,22,"English","# Lesson objectives\n## Creating new templates\n## Creating new templates (continued)\n## Creating new templates (continued)\n## Creating new templates (continued)\n## Changing field order on forms\n## Displaying your customized form\n## Designing custom layouts for forms\n## Changing the position of fields on forms","[{\"question\":\"What are the key learning objectives of Lesson 15?\",\"answer\":\"Lesson 15 focuses on modifying a preset invoice form, designing a custom invoice form, learning how to print invoices, preparing a collection letter for overdue customers, and editing a prewritten letter in QuickBooks.\"},{\"question\":\"How do you create a new invoice template in QuickBooks?\",\"answer\":\"Use the Lists menu to open Templates, choose New, select the invoice form, then use Manage Templates to give the template a name (e.g., “My Invoice”).\"},{\"question\":\"How can you change field order on a QuickBooks invoice form?\",\"answer\":\"Open the Templates window and use the Columns and tabs such as Footer and Print. Select the relevant column order for rows like Quantity and Description, enter the new sequence numbers, then record changes with OK.\"}]","Customizing Forms and Writing QuickBooks Letters - Lesson 15 | PDF",1790015603,8]