It seems that I can have either the customer's name & address in the correct position for the window envelope OR I can have our company name printed on the invoice, not both! If I don't check the box for 'fit printed form with payslip in window envelope' I have to fold the invoices a ridiculous number of times to get the address to show, but if I do our company name is too close to the top to print.
It doesn't matter what I do with the printer settings (Canon MG5750) I can't get it to leave a top margin on the invoices. Is there a solution? Am I the only one with this problem?
Let me help you sort this out, @Elaine7821.
You can set the page margin of the sales form you're about to print. Also, you have to consider whether the printer you're using has its own margin setting.
Here's how you can manually set the page margin:
Once completed, try printing this in a blank paper and see if it works. If not, let's make sure your PDF reader is updated. Please check out this article for more instructions about updating your PDF reader: How to Update, Repair, or Re-install Adobe Reader/Acrobat
However, if you're still getting the same hurdle, you may want to follow this article on how to troubleshoot printer problems in Windows: Troubleshoot Printer Problems in Windows.
Swing by here if you have other questions about the different sales forms in QuickBooks. I'm always here to help.
Thanks for your response juVielL, but as I said in my query - in order to have the customer's address appear in the window envelope, I have to tick the relevant box which means I cannot adjust the margins as you suggest as they are greyed out. Why do I have to choose one or the other when I need both options?
It seems like the only solution would be to print my own letterheads separately!
Thank you for your prompt reply. I also appreciate you for confirming what you want to do in your printed sales forms.
As for your query, selecting the Fit printed form with paystub in window envelope option will disable to option to change the page margins, since the system will use a predefined setting.
For the Use letterhead paper option, the system no longer includes your QuickBooks Online (QBO) company name and address since it expects that it's already on the paper you'll be using. You can disable this option if you're using a blank paper to have your company name and address appear.
To keep tabs on what's new in QBO, you can check from this page from time to time: The QuickBooks Blog. This page lists new features released every month.
Do you have other questions in mind? Post them below, and I'll be sure to get back to you.
So are you confirming that if I want the customer's address to show in my window envelopes I cannot actually get my company name printed on the invoice? To me that is an admission of failure.
Hello there, @Elaine7821.
At this time, being able to print your company name and address in both envelopes and invoices isn't available. This can be printed to just one of them (printed on the invoice but not the envelope or printed on the envelope but not on the invoice).
You may also check out a third-party application that integrates with QuickBooks and supports this functionality.
I hear you and realize the importance of having your company details printed on your sales forms and envelopes. I'll do my part and personally submit this request to our developers, so they can assess the suggestion and put it under consideration.
I also encourage you to visit our Product & Industry News site, to stay in the loop about our recent updates and platforms: Firm of the Future
You've got me here to help if there's anything else you need. Just leave a reply below. Have a great day!
Thank you for your response but from your answer I'm not sure that you understand my problem. I don't want to print my company name & address on the envelope as well as the invoice, I want to print the customer name & address on the invoice so they show in the window of my envelopes and I want my company name to print on the invoice - I think that's a pretty basic ask. I should not need to get additional software to do basic tasks.
When you go to the cog>custom form styles> design>edit print settings>page margin top put it to 0.5 left to 0 right to 0 and bottom to 0.5 this should show all your details in full on the invoice in the print preview.
Has this been resolved?
I am having an issue with changing the margins on a CUSTOM invoice, although I did see the above steps do work for revising the margins on the standard QB default invoices it comes with.
I uploaded and edited a word doc then saved it as my default invoice in my QBO, but now my company address as well as the billing address of my client no longer show in the window of my standard envelopes.
Is it possible to change the margins of a custom invoice template in QB online?
Thanks for your help!
Yes, this issue has long been resolved, gennieosg.
Currently, the customised template cannot be edited within the program. You'll need to go back to the Word document file and change the margin there. Then, you can import it again to QuickBooks Online.
I'll send feedback about being able to edit the imported templates within the program. This is a great idea and can help users customise the templates. Our Product Development Team will evaluate and put the idea into consideration for product updates.
We're always open for feedback and suggestions because it will help us know where to focus the product enhancements. Let us know if you have another one.
Man I feel you on this one. Its a year and 2 months later and I'm experiencing the same problem. If you go with their "fit to the window" option, it all fits except the actual name of your company!! Pretty important if you ask me. But if you try to mess with the margins yourself, you can line your company name up, but the customer name gets pushed too low.
I wish you could export the invoice template to Word, make the margin adjustment, and upload it back in. But they only give you 3 lousy templates for download or else you have to make one from scratch like you have nothing better to do.
I'm having the same issue. We just integrated from desktop to QBO and for as much functionality as the online program has, it's equally, if not more, garbage. We are SO frustrated.
I posted the query originally and just checked back to see if a solution had been found... it would seem not! I resorted to printing letterheads seperately which I'm still doing. Just another reason not to choose QBO.
Hello Elaine7821, There's not any change to the formatting in custom forms, the margin changing which we can see you've tested is the only alignment function you can change in the default form. The envelope window is meant for the customer's name and address. Yes, you can use letterheaded paper as an alternative. We do see this is not ideal and we did pass on your feedback in terms of changes you'd like to see. There has been no change to that section.