Creating an invoice is part of your usual A/R workflow in QuickBooks Desktop. To see the complete list of workflows and other customer-related. There may be times when you need to send physical copies of sales forms to your customers. Here’s how you can save a copy that you can. Do you do work for your clients, then invoice them later? Learn the ins and outs of creating and sending out invoices in QuickBooks.

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Click “Close” after viewing. Accessed 31 December You can also resize the logo by selecting it and putting your cursor over one of the boxes on the selected perimeter. To reposition the logo, click on it to highlight it. Print or email your invoices as you normally do, and your logo will now be displayed. Add company logos on invoices, estimates, sales receipts, or other forms.

To submit your questions or ideas, or to simply learn more, see our about us page: You can have your Company Overhead and Margin appear Prorated into each line item or if you are invoicing for the entire project designated as a Separate line items in the QuickBooks Invoice. In QuickBooks, you can save an invoice as a PDF file and later attach it to an email that you send to your customer.

Skip to main content. Warning Information in this article applies to QuickBooks software.

If you choose to Invoice for Retainageyou must have retained revenue in previous invoices. Depending on which text editor you’re pasting into, you might have to add the italics to the site name. Designate Markup and Retainage options for the estimate. Once you are happy with your changes, click “OK” on the Basic Customization screen.


Save your logo to the hard drive on your computer and note the file name and directory location, which you’ll need in step 4. Click suickbook to the warning that says QuickBooks will copy the image. Select Create an invoice for a percentage of the work completed and enter a percentage in the text box if you would like to invoice for a portion of the total amount.

The invoice will open in QuickBooks. QuickBooks exports are irreversible.

Creating an invoice in QuickBooks – QuickBooks – MinuteDock Help Center

Use this option at the end of your project after all other invoices have been created. Invoicex the Previous and Next buttons to view other imported invoices in QuickBooks. Depending on which text editor you’re pasting into, you might have to add the italics to the site name. Locate the “Add” button at the top of the Layout Designer screen and click on the down sage on the Add button, then hit ‘”Select Image.

Select the destination folder on your computer in which to save the PDF invoice. You can easily incorporate a logo on invoices or any other QuickBooks form using the Templates feature.

Click on “Create Invoices in the Customer Center” and make sure the name of the template you just quifkbook is showing in the Template box in the upper right corner of the invoice. It may vary slightly or significantly with other versions or products. When the Templates window pops up, double-click on the template you wish to modify.

He has written for a variety of online and offline media publications, including “The Daily Journal,” “Ocular Surgery News,” “Endocrine Today,” radio, blogs and other various Internet platforms. In QuickBooks Pro, click on ”Lists” in the menu bar and select “Templates” from the drop-down menu. If you are not satisfied, click on the “Layout Designer” button again and make any additional changes you would like. Small Business – Chron. Click the “OK” button at the bottom of the Layout Designer screen to save your changes and return to the Basic Customization screen, then click on “Print Preview” in the lower right corner.


Move your cursor over the selected logo and when the crosshairs appear, left-click and drag the logo into the position you want on the form.

William Pullman is a freelance writer from New Jersey. Intuit designed the QuickBooks financial software to handle most business accounting needs, including generating invoices for customers. When the double arrow appears, you can left-click and drag to increase or decrease the size of the logo.

How to Save an Invoice As a PDF File in Quickbooks

If desired, select Retainage and enter a percentage to be withheld from the total invoice amount. Adding your logo to your business’s customer invoices can give those invoices a professional look as well as provide additional exposure for your company brand. With QuickBooks invoices, you can keep track of how much a customer owes you, receive payments, and print invoices for customers.

This article was written by a professional writer, copy edited and fact checked through a multi-point auditing system, in efforts to ensure our readers only receive the best information. Click on the “Layout Designer” button at the bottom of the Basic Customization screen.

Enter a name in the “File Name” field and click “Save.