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and now we will learn how to customize forms and QuickBooks and for attorneys this means creating a retainer receipt transaction documents include things like estimates invoices sales receipts credit memos and even other things like checks and bills and this type of thing and weve all dealt with these types of documents before QuickBooks allows you to edit the way these look so you can customize them for yourself even if youre not a law firm there are many things you can edit in these documents you can edit the columns you can edit the positions of the fields like where does the address show up where does the clients name show up where do you put the date you can add or remove fields of information based on your company or your firms specific needs you could even put a company logo on any of these documents that Ive been speaking about however if you are a law firm a credit memo is really a retainer receipt and when a client pays you retainer which mean
