cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

How do I change the margins on the invoice layout? I want the form to print lower on the paper

 
3 Comments
Highlighted
Moderator

How do I change the margins on the invoice layout? I want the form to print lower on the paper

Hi there, @pete16.

 

I'd be happy to help you change the page margins of your invoice layout. You can make the invoice print it lower on the paper by resetting the margins. Let me guide you how: 

  1. At the top menu, go the Gear icon and select Custom Form Styles.
  2. Locate the invoice template you’d like to modify then click Edit.
  3. Go to the Design tab.
  4. Scroll down and click on Edit print settings.
  5. Adjust the Page margins
  6. Hit Done to save the changes. 

Once done, you can click on Preview PDF button after your changes to see how it would look like on the actual invoice. If not, you can go back to the settings and make manual adjustments.

 

Additionally, you can use the following link to set up printing alignment for your invoice and other sales forms: Print sales forms.

 

For additional information on how to change the look of your invoices, like how to set one of your other custom templates as the default and personalize your email message, refer to this article: Customize your invoices, estimates, and sales receipts in QuickBooks Online.

 

Please know that I'm just a post away if there is anything else you need about QuickBooks Online. I'd be happy to help.

Highlighted
Level 1

How do I change the margins on the invoice layout? I want the form to print lower on the paper

I can only choose a value greater than 0.5" from the top for the page margin. BUT if I choose fit to window envelope (which does not fit an envelope) it works with a super tiny spacing from the top. Unfortunately this setting gives not enough space from the top.

Why can't I choose for example 0.2"/0.3" and make it fit to the envelopes? 

Highlighted
QuickBooks Team

How do I change the margins on the invoice layout? I want the form to print lower on the paper

The top margin in sales form should be between 0.5" and 3.2", @JD93.

 

The option to adjust this to 0.2" or 0.3" is currently unavailable. Also, the Fit printed form with paystub in window envelope option is a predefined setting that will disable the ability to change the page margins. For more info, you may open this article: Print forms for window envelopes

 

You'll want to send a product suggestion by clicking the Gear icon and then Feedback. We'd love to hear your idea since many of our updates come from customer suggestions.

 

For additional details about personalizing the appearance and layout of your sales forms you may visit this article: Customize invoices, estimates, and sales receipts in QuickBooks Online. This also includes steps on editing your email message, turn on online payments for invoices, edit custom templates, etc. 

 

To learn more about the latest product updates in QuickBooks Online, see our QuickBooks Blog. Today QBO has a newly added menu called Insurance. This offers the following: 

  • Customized coverage, that is designed for a specific industry.
  • Quick setup, it only takes a few minutes and you also have the option to talk to an insurance expert.
  • Conserve your cash, with policies designed specifically for small businesses, including some with a monthly payment option. 

 

Please let me know if I can be of additional assistance or should you have any follow-up questions about changing your sales form margins. I’ll be here to help. Have a good one. 

Need to get in touch?

Contact us