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Buy nowSomehow we got a custom invoice n quickbooks non-profit desktop. I did not create it and it was probably the person before me.
I cannot find how to modify this invoice as I don't have a settings gear icon.
You need to use the Layout Designer
It's great to have you here in the Community, @KellyS9295. I am here to help you customize your QuickBooks Desktop invoice. Rest assured, with my assistance, you'll be able to modify your invoice with ease.
To start with, in your QuickBooks Desktop file, go to the Lists menu, then select Templates.
To customize form templates, here's how:
1. To customize an existing invoice template, you need to right-click on it.
2. Select Edit Template.
3. Use the basic customization window to:
4. Go to the Additional Customization to add or remove the items from the header, columns, or footer. Then select Layout Designer to move or resize items on the form.
5. When you’re done, select OK.
6. Then Print Preview to see your form. If everything looks good, select Close.
7. Click OK.
In the event that you run into problems while using and customizing templates, you can check: Fix common issues.
Here are some tutorial videos to help manage your invoices effectively:
If you need any further assistance with customizing your template, just let me know and I'll be happy to help! Have an awesome day!
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