[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-306921-105":53,"doc-detail-306921-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","invoicing-customers-chapter-1-how-to-choose-and-customize-invoice-forms","Invoicing Customers - Chapter 1 - How to choose and customize invoice forms","","Invoicing Customers, Chapter 1, explains how QuickBooks supports creating invoices that fit different business needs. It covers choosing suitable invoice form templates via the Create Invoices window, selecting templates for products, services, or mixed offerings, and how QuickBooks redraws the window when templates change. The chapter then details customization using additional options, including configuring header information, controlling what displays on screen versus printed invoices, and updating the preview as settings are adjusted.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/invoicing-customers-chapter-1-how-to-choose-and-customize-invoice-forms/306921/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/invoicing-customers-chapter-1-how-to-choose-and-customize-invoice-forms/306921.png","ImageObject",442,249,{"name":88,"@type":89},"Levi","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-28","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":35},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"How does QuickBooks help you choose the right invoice form?","Question",{"text":108,"@type":109},"Use the Customers ➪ Create Invoices command to open the Create Invoices window, then select an invoice template from the Template drop-down list. QuickBooks redraws the window based on the selected template so you can review what it looks like.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"Can you customize a QuickBooks invoice form beyond the default templates?",{"text":113,"@type":109},"Yes. You can create custom invoice form templates by starting from a basic template and tailoring it to your requirements. Additional customization tools may require working with a copy of a default template.",{"name":115,"@type":106,"acceptedAnswer":116},"What can you configure in the Additional Customization dialog box Header tab?",{"text":117,"@type":109},"The Header tab lets you set the invoice header fields shown at the top of the Create Invoices window and on printed invoice forms. It also allows choosing labels, such as the invoice number, invoice date, and billing/shipping information, and deciding what appears on screen versus print.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},306921,1791725343,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":35,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":135,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":141},7971461740909,"https://ap-avatar.wpscdn.com/davatar_155a257f0dc6eb9ab79c44ca47cae57d","IN THIS CHAPTER  \n» Deciding which invoice form to use  \n» Customizing your invoices  \n» Invoicing customers on paper or by email  \n» Billing your customers for time » Recording sales receipts, credit memos, and payments » Calculating finance charges  \nChapter 1  \nInvoicing Customers  \nQ  \nuickBooks provides several tools for invoicing your customers. This chapter describes these tools, as well as a handful of related tools for recording customer payments and for issuing credit memos.  \nIf you’ve already been invoicing customers by using some manual method —perhaps you’ve been preparing invoices with a word processor — you’ll find QuickBooks to be a godsend. QuickBooks not only makes invoicing and related tasks easier, but also collects invoice information, recording this information in the QuickBooks data file. Happily, this means that you get the extra benefit of recording accounting transactions simply by using QuickBooks for invoicing.  \nChoosing an Invoice Form   \nQuickBooks allows you to use an invoice form that matches the requirements of your business. Businesses that sell products—such as retailers and wholesalers—need an invoice that includes descriptions of the product items that are sold. Businesses that sell services — such as law, architectural, engineering, and consulting firms — need an invoice that appropriately describes these services. Businesses that sell both products and services need a blend of attributes.  \nCHAPTER 1 Invoicing Customers 153  \nFortunately, QuickBooks lets you choose the invoice form that best matches your business. To choose an invoice form, display the Create Invoices window by choosing the Customers ➪ Create Invoices command. When QuickBooks displays the Create Invoices window, use the Template drop-down list, which appears in the top-right portion of the window, to choose the invoice form that you want. This drop-down list provides choices such as an attorney’s invoice, a financecharge invoice, a fixed-fee invoice, a product invoice, a service invoice, and a professional invoice. Choose the invoice template that seems to best match your business. QuickBooks redraws the Create Invoices window when you choose a new invoice form template. This means that you can see what an invoice form template looks like simply by choosing an option from the Template drop-down list.  \nCustomizing an Invoice Form   \nAlthough you can choose a predefined invoice form template for your invoices, QuickBooks gives you more flexibility than that. You can also create custom invoice form templates to design an invoice that looks just the way you want. To do this, you can start with one of the basic invoice form templates and then customize it so that it perfectly matches your requirements.  \nChoosing a template to customize  \nTo choose a template to customize, display the Create Invoices window by choosing the Customers ➪ Create Invoices command. Then, from the Template dropdown list, choose the template that most closely matches what you want your ultimate invoice to look like.  \nReviewing the Additional  \nCustomization options  \nThe form customization tools in QuickBooks easily confuse new users. But typically, the way to start any customization is to fiddle with what QuickBooks calls its Additional Customization options.  \nTo perform this fiddling, click the Create Invoice window’s Formatting tab and then click the Customize Data Layout button. You can’t use the Additional Customization dialog box if you’re working with one of the default invoice templates —only if you’re working with a copy. Accordingly, QuickBooks may prompt you to make a copy of an invoice template when you click the Additional Customization button. In any event, QuickBooks displays the Additional Customization dialog  \n154 BOOK 3 Bookkeeping Chores  \nFIGURE 1-1:  \nThe Header tab of the Additional Customization dialog box.  \nbox, as shown in Figure 1-1. This dialog box gives you control of both the information that appears on your invoice","cbCaifKlOqpVxMA3","https://ap.wps.com/l/cbCaifKlOqpVxMA3","pdf",2975780,36,"English","# Invoicing Customers\n## Choosing an Invoice Form\n## Customizing an Invoice Form\n## Reviewing Additional Customization Options\n## Specifying Header Information","[{\"question\":\"How does QuickBooks help you choose the right invoice form?\",\"answer\":\"Use the Customers ➪ Create Invoices command to open the Create Invoices window, then select an invoice template from the Template drop-down list. QuickBooks redraws the window based on the selected template so you can review what it looks like.\"},{\"question\":\"Can you customize a QuickBooks invoice form beyond the default templates?\",\"answer\":\"Yes. You can create custom invoice form templates by starting from a basic template and tailoring it to your requirements. Additional customization tools may require working with a copy of a default template.\"},{\"question\":\"What can you configure in the Additional Customization dialog box Header tab?\",\"answer\":\"The Header tab lets you set the invoice header fields shown at the top of the Create Invoices window and on printed invoice forms. It also allows choosing labels, such as the invoice number, invoice date, and billing/shipping information, and deciding what appears on screen versus print.\"}]","Invoicing Customers - Chapter 1 - How to choose and customize invoice forms | PDF",1789842531,13]