Why Customize Your QuickBooks Invoice Template?
Your invoice is a direct reflection of your brand. Using the default QuickBooks invoice template is fine, but customizing it allows you to incorporate your logo, brand colors, and specific messaging, creating a more professional and memorable experience for your clients. A tailored invoice reinforces your brand identity and helps ensure prompt payment by providing clear and easy-to-understand information. By making small changes, you can significantly improve your professional image.
Steps to Modify Your Invoice Template
QuickBooks offers a user-friendly interface to customize your invoice templates. First, navigate to the “Sales” section, then “Invoices”. From there, you can either create a new template or edit an existing one. Within the customization options, you can change the logo, colors, fonts, and information displayed. Experiment with different layouts and preview your changes until you achieve the desired look. Remember to save your template after making changes so it’s readily available for future use.
Example Invoice Template Change Requests
When changing your invoice template you may want to request this from someone. Here are some examples:
Sample 1
Subject: Invoice Template Update Request
Dear [Name],
Could you please update the invoice template with the attached logo? Also, can you change the font to Arial, size 12?
Thanks,
[Your Name]
Sample 2
Subject: Modify Invoice Template
Hello [Name],
I need to modify the invoice template to include our new company address and VAT number. Please find the details below:
Address: [New Address]
VAT Number: [VAT Number]
Thank you!
[Your Name]
Sample 3
Subject: Request to Customize Invoice Template
Hi [Name],
Please customize the invoice template with our brand colors (hex codes: #XXXXXX and #YYYYYY). Also, remove the ‘Quantity’ column.
Regards,
[Your Name]
Sample 4
Subject: Invoice Template Modification – Urgent
Dear [Name],
Can we change the payment terms on our invoice template to ‘Net 15’ effective immediately? This is crucial for our upcoming billing cycle.
Thanks,
[Your Name]
Sample 5
Subject: Invoice Template Update – Please Advise
Hello [Name],
I’d like to add a section for ‘Project Name’ to the invoice template. How would you recommend we best achieve this layout-wise?
Best,
[Your Name]
Sample 6
Subject: Invoice Template Change
Hi [Name],
Could you please add our company registration number to the invoice template footer?
Thanks,
[Your Name]
Sample 7
Subject: Urgent: Invoice Template Adjustment
Dear [Name],
We need to increase the font size of the total amount due on the invoice template for better visibility. Please prioritize this.
Best Regards,
[Your Name]
Sample 8
Subject: Question about Invoice Template Design
Hello [Name],
I’m looking at updating our invoice template and would like your opinion on a two-column layout versus a single-column one. Which would be more professional?
Thank you,
[Your Name]
Sample 9
Subject: Invoice Template Update
Hello [Name],
Please add the email [email protected] to the contact information in the invoice template footer, and add the whatsapp number: +1(555)1234567
Thank you,
[Your Name]
Sample 10
Subject: Modify Invoice Template
Hello [Name],
Please modify the invoice template and add the field for the due date, but not before the payment information.
Thank you!
[Your Name]
Sample 11
Subject: Request to Customize Invoice Template
Hi [Name],
Please customize the invoice template by adding two new fields, the discount and the subtotal.
Regards,
[Your Name]
Sample 12
Subject: Invoice Template Modification – Urgent
Dear [Name],
Can we modify the invoice template so that we remove the field called Tax Number.
Thanks,
[Your Name]
Sample 13
Subject: Invoice Template Update – Please Advise
Hello [Name],
I’d like to remove the price of the product of the invoice template.
Best,
[Your Name]
Sample 14
Subject: Invoice Template Change
Hi [Name],
Could you please add our company banner on the invoice template header?
Thanks,
[Your Name]
Sample 15
Subject: Urgent: Invoice Template Adjustment
Dear [Name],
Can we change our slogan from “Quality is our goal” to “Quality is our mission” in the template?
Best Regards,
[Your Name]
Sample 16
Subject: Question about Invoice Template Design
Hello [Name],
I’m looking at updating our invoice template and would like your opinion on removing the product description.
Thank you,
[Your Name]
Sample 17
Subject: Invoice Template Update
Hello [Name],
Please hide the column where it shows the rate of the service.
Thank you,
[Your Name]
Conclusion
Customizing your QuickBooks invoice template is a simple yet powerful way to elevate your brand and improve your customer experience. By following the steps outlined and using the sample requests as a guide, you can easily create a professional and personalized invoice that reflects your business’s unique identity. A well-designed invoice contributes to a positive brand image and encourages timely payments. So take control of your brand and customize your invoices today!
