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Can customize footer for estimate and a different footer from invoices?

 
1 Comment
QuickBooks Team

Re: Can customize footer for estimate and a different footer from invoices?

Yes, you can customize a different footer for your invoices and estimates, sanchezlandscapi.

 

Let's start customizing the invoice's footer first in the Custom form styles page.

 

Here's how:

 

  1. Click the Gear icon on the top menu.
  2. Choose Custom Form Styles.
  3. Click Edit on the invoice template.
  4. Choose Content.
  5. Click the Footer section.
  6. Customize the Display, Message to customer on, and Add footer text section.
  7. Click Done.

Then, repeat the same steps to customize the estimate's footer.

 

Before creating an invoice, you'll need to make the invoice template as the default one to apply the footer you've set up. You can follow the steps in the Apply a default custom template section in this article: How to customize invoices, estimates, and sales receipts.

 

The Make default option automatically applies the customized form as the default for all newly created sales forms. In this case, you'll need to repeat the same steps in the Apply a default custom template section before creating an estimate. This way, you have a different footer for an invoice and estimate.

 

Please hit the Reply button below if you need anything else with customizing sales forms.

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