Easily Delete Last Name Field to the Payment Receipt Template

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How to Delete Last Name Field to the Payment Receipt Template

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hi im rachel from gentle frog and in todays video of QuickBooks training Im going to talk to you about how to customize an invoice in QuickBooks desktop [Music] so Ive opened up a sample file of QuickBooks desktop sample rockcastle construction on the top ribbon Im gonna click on the word lists and then Im gonna go down to templates on the bottom the first invoice I want to show you is the Rockcastle invoice just so you can see what were starting with for a default invoice so Im finding Rockcastle invoice in the list and Im just gonna double click on it to open it I can see my Rockcastle invoice on the right-hand side Im gonna click on print premium so its easier to see so this is what it looks like its a pretty plain invoice there are things that we can do to kind of spruce it up and make it look a little bit more interesting and make it look less like every other invoice out there so Im gonna select close and start fiddling with it I can add a logo to my invoice to do th

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How do I edit a receipt template in QuickBooks?

You can select a different template for specific transactions directly from the form: Create or open an existing invoice, sales receipt, or estimate. Select Customize in the footer. Select a custom template from the list. Select Save and close.

How do I customize an invoice template in QuickBooks Pro?

Select + New, then select Invoice. Select Customise. Select your new template, fill in the details in your invoice, then select Save.To manage your custom templates: Select Settings ⚙ and then Custom form styles. Find your custom or standard template. Select Edit in the Action column.

How do I delete a custom field in QuickBooks?

Can I delete Custom fields permanently from QBO Open or create an invoice. Tick the Gear icon beside the Help menu. Uncheck the custom fields you want to remove in your invoice.

How do I rename an invoice template in QuickBooks desktop?

In your QuickBooks Desktop, go to the Lists menu and select Templates. Find the created template, then right-click. In the Basic Customization window, click the Manage Templates button. Enter the template name in the Template Name field. Click OK once finished.

How do I change the name of an invoice template in QuickBooks?

Edit the title of an invoice Go to Settings ⚙️, then select Brand documents. Select the brand you want to edit. Select the Document Settings tab. In the Document-specific Settings section, select Invoice from the Select Document ▼ dropdown menu. Edit the title in the Document Title field. Select Save Changes.

How do I edit an existing invoice template in QuickBooks?

How Do I Change Invoice Template in Quickbooks Open your QuickBooks then go to the menu bar and click on customers. Select print preview to see how the invoice will look like, and then exit by clicking on close. On the create invoices screen, select customize from the drop-down menu and click on manage templates.

How do I create a custom receipt?

How can I make my own receipt? The number, date, and time of the purchase. Invoice number or receipt number. The number of items purchased and price totals. The name and location of the business the items have been bought from. Any tax charged. The method of payment. A return policy.

How do I change the default invoice template in QuickBooks?

In order to set your Custom Invoice Template as the Default: Navigate to Settings. Select Custom Form Styles. Locate the desired template and choose the drop down arrow. Select Make Default.

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