cancel
Showing results for 
Search instead for 
Did you mean: 
Not applicable

Can I add a message ON the invoice and direct where it will be located and the font and spacing?

 
8 Comments
QuickBooks Team

Re: Can I add a message ON the invoice and direct where it will be located and the font and spacing?

Hi there, cathy6.

 

Thanks for posting here in QuickBooks Community. I'm here to help and walk you through on how to customize your Invoice template in QuickBooks Online (QBO). 

 

Are you trying to add notes on the invoice template? If so, you can customize your invoice by adding a footer text

 

Here's how: 

  1. Click the Gear Icon.
  2. Select Custom From Styles.
  3. From the New Style drop-down, choose Invoice
  4. Select Content.
  5. On the right side option, select the third pencil icon. 
  6. In the Add footer text box, type-in the information you want to add on the invoice.
  7. Click Done to apply the changes. 

 

However, if you're trying to adjust the font size and spacing, you can follow the detailed steps in this article: How to customize invoices, estimates, and sales receipts.

 

If you're referring to something else, please don't hesitate to leave a comment below. I'm always here to help you out. 

Established Community Backer ***

Re: Can I add a message ON the invoice and direct where it will be located and the font and spacing?

Sort of

 

you can use a description block below your list of items  ( can not remember if you need a dummy item or not, try it both ways)

but no matter how many lines you skip, it will always move up to the next row when printing

and no you can not adjust font or spacing in the description block

 

have you looked into the customer comment block you can use that prints at the bottom, no options there

Community Explorer **

Re: Footer Text

I have added the text and it shows when I click Done. But it does not show up on the pdf when the invoice is sent. Can anyone help?

Highlighted
QuickBooks Team

Re: Footer Text

Hi mkkc, 

 

Before sending the invoice, let's make sure that you chose your preferred invoice template on the Customize option. If you want to use this template to all your invoices, you set it as Default. 

 

Let me show you how:

  1. Click the Gear icon and select Custom Form Styles
  2. Locate the customized Invoice template and under the ACTION column click drop-down arrow. 
  3. Then, choose Make default
  4. Send a sample invoice to yourself to see if it's the correct template used. custom invoice.PNG

     

    custom invoice2.PNG

Let me know if you need more help. Have good one!

Community Explorer **

Re: Footer Text

I knew it had to be something simple that I was missing. Thank you so much. 

Now, how do I delete those TEST invoices?

Moderator

Re: Footer Text

Thanks for getting back to us, @mkkc.

 

I'm happy to know that the steps provided by my colleague helped you set up a default invoice template.

 

To delete the test invoices, here's how:

 

1. Go to the Sales menu at the left pane, then Customers.
2. Select the name of the customer you've created the test invoices with.
3. On the Transaction List tab, click to open the invoices one at a time.

15.PNG
4. Choose More at the bottom, then Delete.

16.PNG

 

That should do it. For additional information, check out this article: How to void or delete an invoice or other transactions.

 

Let me know how it goes or if you need anything else in the comment. I'm always here to help. Take care and enjoy the rest of the day.

Community Explorer **

Re: Footer Text

Again, something simple - when you know how. Guess you've figured out I'm just getting started.

 

This community rocks!

 

Thank you all so much for helping, I really appreciate it.

Moderator

Re: Footer Text

You're most welcome, @mkkc.

 

We couldn't be happier knowing that we were able to help you with QuickBooks.

 

To learn more about how to navigate the program, check out this link: QuickBooks Tutorials.

 

Feel free to swing by the Community again should you need further assistance in the future. I'll be happy to help. Cheers!