Easily Insert Surname Field to the Payment Receipt Template

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How to Insert Surname 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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Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

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How do I change the format of an invoice in Xero?

Edit an invoice template Click the organisation name, then select Settings. Click Invoice settings. Find the template you want to edit, click Options, then select Edit. Make your changes. Click Save.

How do I make a receipt of payment template?

No matter how youre making your receipt, every receipt you issue should include: 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.

What can you use the placeholders in the email template for?

Use placeholders in your email templates to dynamically add content that references existing information, such as your customers name or ticket subject.

How do I change the address on an invoice in Xero?

Change your organisations address details Click the organisation name, select Settings, then click Invoice settings. Next to the invoice template you want to update, click Options, then select Edit. Change the contact details. Click Save.

What does address padding mean?

Use address padding to alter the position of the address for window envelopes (in relation to the left margin). Use numbers from 1-5 cm (or 0-2 inches) up to two decimal places. Address padding is measured within the margins of the page, not from the edge of the page.

What should you include in the email template Xero?

All email templates contain a default subject, message text, and placeholders. You can hide the View invoice button and summary information (amount due, due date, invoice number) in your invoice emails. To display your logo on emails sent from Xero, upload this to your invoice template.

How do I create an invoice template in Xero?

Create an invoice template Click the organisation name, then select Settings. Click Invoice settings. Click New Branding Theme. Enter a name to help identify the theme. Adjust the options as needed to customise your invoices appearance or to show additional fields. Click Save.

How do I add custom fields to an invoice in Xero?

In the Business menu, select Settings. Under Features, click Custom Fields. Click New Custom Field. Under Custom Field Types, click Select next to the type of data field you want to create. Under Field Information, give the field a name, and fill in any other required details.

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