When it comes to your business, the subtle touches matter. Even something as ordinary as an invoice can leave a powerful impression about the quality of your brand.
A customized invoice made with the QuickBooks Custom Form Styles Tool lets your brand have a huge impact but requires very little lift. You don’t need an MFA or artwork hanging at the Guggenheim to create an eye-catching invoice. Anyone with access to QuickBooks Online Essentials and QuickBooks Online Plus (custom invoicing is not available in the QuickBooks Online Simple Start) has the tools to create an attractive, personalized template.
Customized invoices give your business communications a bit of texture and make your brand stand out. In some cases, invoices are the only time you communicate with your clients. Effective branding can leave a lasting impression on customers well beyond the conclusion of a sale. So, why not give them some character and reap the long-term benefits of increased brand awareness?
Accounting firm Parkway Business Solutions makes a tactful argument with the “Parkway Impact Test.” According to co-founder Mathew Fulton, simple changes - - such a form layout and logo location - - can make the difference between standing out or getting lost in the noise.
You also need to be able to provide customers with the right information. Consider those on the receiving end - at a minimum, customers deserve an invoice with relevant information, presented in a clear format.
Pristine Pools in Livermore, California has done a fantastic job creating invoices that accomplishes all the above criteria and reflects owner Matt Vieria’s values. Beyond the design, their invoices include the relevant data fields for their hourly service offerings, contractor’s license # (lower left) and a message about late fees (in red) - details that matter to their customers.
"We (Pristine Pools Inc) believe it's important to maintain a consistent and professional image throughout all the aspects of the business. If our custom branded truck shows up to a customers' house, driven by a company representative wearing a Pristine Pools uniform carrying branded paperwork and business cards, we have to do it with everything else. We want to produce the feeling in customized invoices, the information we provide customers and all of our communications to fully close out the experience."
Compare Pristine Pool's invoice to a basic template - it's adequate, but there's an opportunity to personalize this very fundamental aspect of your operations.
Let your invoices represent you and your brand in the best light. Treat them you would any other type of communication, be it email, phone call, or face-to-face meeting. Keep them simple but impactful.
There are four sections (Design, Content, Emails, and Payments) of the customization module. The two areas where you'll spend most of your time are the “Design” and “Content” tabs.
For more information on customizing invoices, follow the link to QuickBooks Community member Mathew Fulton (@ParkwayInc) and Parkway Business Solution’s Guide to Customizing Invoices.
Customizing Estimates and Receipts follows the same process, to learn more - check out Customize Invoice and Other Sales Forms.
Now it's your turn
Do you have an awesome invoice? Share your custom design with the QBCommunity!
I found that the invoice template provided was not suitable for us.
We needed to provide more information in our Company details - license numbers, contractors authorities, street and postal addresses as well as phone numbers - office/fax/mobile/emergency after hours numbers.
Also need to set up our customers with a "property address" as well as their address.
And Companies that we worked with needed their ABN number on the invoice, Purchase orders, and a few other idiosyncrasies .
Individuals we didn''t need to do this to.
I have actually set up more than 1 customized invoice - 1 I use for Businesses, 1 I use for individuals.
Just got to remember which one to use.
FYI - I set it up so that I could use the "Shipping Address" as a "Property Address" - big failure as on the top of the "Shipping Address" Quickbooks brings the customers name over, again. Phoned - this is how it is set up and can't be worked-around. Have now managed to set it up differently using the "message" box.
Days of frustration - setting up, checking, moving, but I think I am finally there - and mostly happy with the result.
We needed to customize or the system was not going to work for us.
Customization of Invoices is definitely lacking in QBO. If you are a user moving from the desktop version of QBO, you will notice that there is a major change in the functionality. I, like you, would like to see improvements here! I know that there is a way to bring in a Word file that will allow further customization, but I find it is not something that most of my clients want to do and there are still fields that are just not there! Let's keep our finders crossed that we will see improvements here soon!