Customize invoices, estimates, and sales receipts in QuickBooks Point-of-sale

Customize invoices, estimates, and
sales receipts in QuickBooks
You can change the look and feel of your invoices, estimates, and sale receipts in
QuickBooks Online so they highlight your company's brand. Areas you can customize
include:
● Add a logo
● Change the color scheme
● Change the font and size of the printing
● Change your header and footer
● Add custom fields
Note:​ Although spelling and terminology may differ slightly, this article applies to the US, UK
and Canada.
Customize/Customise your invoice, estimate, or sales receipt

Note:​ QuickBooks Online does not allow you to move or rearrange the fields on the invoice and
other forms.
1. Select the ​Gear icon​ at the top, then choose ​Custom Form Styles​.
2. From the ​New style​ drop-down menu, select the type of transaction you'd like to
customize/customise (Invoice, Estimate, or Sales receipt). You can also edit the
standard/master form which will apply the changes to all basic sales forms. It will not
change any custom form styles you have already created.
Note:​ Statements, purchase orders and packing slips have limited customization and
can only be changed by customizing the standard/master form.
3. The Custom Form Styles page is broken down into 4 sections to help edit the form to
your liking:
Design Content Emails Payments
Add a
logo,
change
the font
style and
size, add
colours,
and apply
pre-desig
ned
templates.
This tab is broken down in to 3
sections. Select each section
from the form preview to make
changes.
Header:​ Enter your company
address and other basic info
here. You can add up to 3
custom fields. Learn how to add
an editable ​Invoice no.​ field to
your forms.
Table/Middle: ​Edit sale details
like items sold, price, and tax
collected. You can add or remove
columns, extend their width, and
change their labels. If you want to
include a description of your
sales item, you can either add it
as part of your ​Product/Service
or as a separate column by
selecting ​Description​. You
cannot have both descriptions
selected.
Footer:​ Add
customized/customised
messages for your customers or
include payment instructions (e.g.
Enter a default
message that you
can send with your
invoice, estimate, or
sales receipts. Edit
the greeting, and
set up email
reminders here.
Changing the
default message on
one template
updates it on all
templates.
Have a
Payments
account?​ To see
how your
e-invoices appear
to customers
when they pay
online, select
Bank transfer
and/or ​Credit
card​.
Note that these
are not
preferences and
are simply demos
of what your
customers see
when paying
online. You can
change your
customer's online
payment options
right on their
invoices.

"Send funds via e-money
transfer").
4. Once you've completed customizing/customising the form, select ​Preview PDF ​or ​Done​.
We recommend you print the form as a test to ensure you're satisfied with the printed
version.
5. Note:​ The custom form styles center shows a default image template that doesn't
always match the PDF file.
6. The new customized/customised form will now be listed on the ​Custom Form Styles
page.
Apply a default custom template
Now that you've created a custom template, you can apply it to a new sales form (we call this a
Transaction Form​ in QuickBooks Online) when you're creating it.
1. Select the ​Gear icon​ at the top, then choose ​Custom Form Styles​.
2. Select the ​Edit​ drop-down next to a custom template, then choose ​Make default​ to
automatically apply a customized/customised form as the default for all newly created
invoices, estimates or sales forms.
Note: ​If you want to select a custom template that's different from your default template, you
can do this when you create a new invoice, estimate, or sales receipt by selecting ​Customize
and selecting the template you want to apply. We recommend previewing the invoice before
printing or sending to your customer.
Understanding Sales Receipts in QuickBooks and When to
Use Them
How do you let your customers know how much they owe you and for what products or
services? In these days of ecommerce and merchant accounts, your customers may provide
payment with a credit card number over the phone or via a website. Or perhaps you send
invoices after a sale and receive checks or account numbers in the mail.
You probably already know that QuickBooks can help you both ​create invoices​ and record
payments. But did you know there’s another type of sales document that you can use in certain
situations: the sales receipt. You’d probably be most likely to use a sales receipt when
customers pay you in full for products or services at the same time they receive them.
Completing a sales receipt is similar to filling out an invoice or purchase order. However, when
you create a sales receipt in QuickBooks, you are recording the payment at the same time.

To create a sales receipt, click ​Create Sales Receipts​ on QuickBooks home page or open the
Customers​ menu and select ​Enter Sales Receipts​. A screen like the one below will open.
Choose a ​Customer​ from the drop-down list and a ​Class​ (if applicable). If you have created
more than one sales receipt template (more on that later), make sure that the correct one
appears in the ​Template​ field. Verify that the appropriate ​Date​ and ​Sale No.​ read as they
should. Click on the type of payment you’re receiving, and enter the check or credit card number
where necessary (a small window will open for the latter).
Note: If you are working with a type of payment that does not appear in the four icons,
click on the arrow below More to add it.
Now you’re ready to select the products or services you sold by clicking on the arrow in the field
under ​Item​ to open the available list (if you have not created a record for what you’re selling,
select ​​ and complete the fields in the ​New Item​ window that opens). Enter the
quantity (​Qty.​). The ​Rate​,​ Amount​, and ​Tax​ fields should fill in automatically, based on the
information you entered when you create the item’s record.
When you’ve entered all of the items that the customer is paying you for, you can choose which
Customer Message​ will appear on the sales receipt (use the drop-down list found next to the
Customer Message​ field to see your options). Anything you enter in the ​Memo​ field will be for
your internal use only; it will not appear on the printed or emailed sales receipt.
Click ​Save & Close​ or ​Save & New​.
Customizing Sales Receipts
QuickBooks forms contain the fields most often used by small businesses. But you can alter
them in numerous ways to meet your company’s needs. To customize a sales receipt, open the
Sales Receipt​ window and click on the ​Formatting​ tab at the top of the window. Select
Manage Templates​.
You’ll want to make a copy of the original sales receipt so that the original will always be
available. Click the ​Copy​ button in the lower left. “Copy of Custom Sales Receipt” appears in
the list of templates. In the ​Preview​ pane on the right, click in the field next to ​Template Name
and replace the existing name with a new, more descriptive one if you’d like. Click ​OK​.
The ​Basic Customization ​window opens. Click on ​Additional Customization​ at the bottom of
the window. The ​Additional Customization​ window will open as seen in the image below. Here
you can customize information that will appear in the ​Header​, ​Columns​, and ​Footer​ of your
sales receipt as well as certain ​Print​ options.

To customize what will appear in the body of the sales receipt, click the ​Columns​ tab. The list
on the left displays all of the columns that can be included in the body of your sales receipt.
Click in the boxes below ​Screen​ and ​Print​ to indicate which columns should display on your
QuickBooks screen and which should appear on the customer’s copy. The numbers in the
Order​ column can be changed to reflect which column will come first, second, etc.
Numerous Options
There’s a lot more you can do to customize your QuickBooks. And there are other situations
where you might want to issue a sales receipt. We’ve only been able to touch on both topics
here, but would be happy to schedule time with you to explore these elements of QuickBooks.
Here’s the solution of ​Customize receipt in QuickBooks Point of sale​. If you need manually
help while you are working on QuickBooks you can contact to our ​Quickbooks Proadvisor​ at
+1800-935-0532​. We are PosTechie, provide ​QuickBooks Point-of-sale Support​ 24/7.