Q: I am having GREAT difficulty in getting a professional-looking invoice. A Google search got me an image of almost exactly what I would like to see, and I noticed it was from LeanLaw! However, I can't seem to reproduce. please help
A: I believe that making some changes within LeanLaw's Settings in the Invoice Presentation will get you what you want. Read on to learn more about creating your firm's ideal invoice.
Navigate to the Firm's Settings and click Invoice Presentation.
At the top of the page on the right-hand side, you'll see a QuickBooks Custom Form Styles button. This will take you to the Firm's Custom Form settings in QuickBooks, where much of the invoice template creation process takes place. Check out this article from QuickBooks for step-by-step instructions on creating and editing custom forms from within QuickBooks Online.
If you are interested in seeing some examples of custom invoices created with QuickBooks, read on here.
On the other side of the page, you will a list of descriptions, summaries, structure, and custom invoice field options that you can choose to add to or omit from your invoice templates. When you change a setting, you will see the change in the effect in the preview on the right as shown in the image below.
If you enable this setting, you should go to QuickBooks and modify the custom form style to not include the product/service designation on invoices.
Date in Invoice Description
If you enable this setting, you should go to QuickBooks and modify the custom form style to not include the date column on invoices.
Matter Name in Address
If you enable this setting, the Matter Name will appear in the address block.
Custom Invoice Fields
To add matter names or ids to invoices you must define one or more "Custom Fields" in QuickBooks. Note that this is only available in QuickBooks Essentials and Plus. First enable "Custom Fields" in company settings (under Sales). Then go to Custom Form Styles and define one or more custom fields in the header. Once defined, you can see them below and map them to the content. To learn more on how to map custom invoice fields, check out this article.
While we do recommend using the last day of the billing period as your default invoice date because reports reflecting "Billed Revenue" will report invoice amounts based on invoice date. Using the last day of the billing period will ensure the billed revenue is accounted for in the month where the work is completed. However, you do also have the option of setting this default to the date the invoice is created by selecting When Invoice was Created.