![]() Customize your invoices in the Wave mobile app You can edit an individual invoice or estimate if you want to override any of the default settings. Optionally, select columns on your invoices to hide.Ĭlick Save all changes once you’re finished adjusting settings. You can select from Quantity, Hours and Other. You can choose Items, Products, or Services, or enter a custom name by selecting Other. You can toggle this on to automatically send customers a reminder on 3, 7, and 14 days after an invoice's due date. ![]() Default notes/terms that will appear on each invoice.If you need to include payment terms on all invoices, add them to your default invoice footer. ![]() Default footer that will be displayed at the bottom of each invoice.Default subheading that will be displayed below the title of each invoice.You can’t select a custom date to be set by default, but you can select a custom due date on individual invoices themselves. You can choose from upon receipt of the invoice, or 15, 30, 45, 60 or 90 days after receipt. Default payment terms for when a payment is due.Invoice SettingsĬhoose default settings for invoicing including: Make sure Display logo is selected if you wish for your logo to be visible on invoices. Wave recommends using a logo under 5MB in size, and a maximum of 300 pixels by 200 pixels. Add or change your logoĪdd your Company logo by choosing a JPEG, PNG, or GIF image from your computer. It’s not currently possible to select a custom font. You can change the font of your invoices by switching between the three invoice templates, which have different set fonts. TemplateĬhoose one of the three available templates by clicking the left or right arrow. If you know the hexadecimal code of the color you would like to use, you can also enter it in the hex box.Īs you adjust the accent color, you'll see it change in real-time on the invoice template below. Select an accent color for your invoice by dragging the circle along the color-strip, and adjust the tone of the color by dragging the circle around the tone box. Changes made under the General settings section and the Invoice column settings section are applied to both invoices and estimates. Invoices and estimates share the same customization page. On the left navigation menu, click Settings, then select Invoice Customization, under the Sales & Payments heading.Invoice item amounts are included in income as of the invoice date and will flow through to the Profit and Loss Report, if that is how your items are set up.Customize your invoices and estimates in your web browserĬustomize your invoices in the Wave mobile app Customize your invoices in your web browser InvoicesĪn Invoice is created to record a sale from customers who make no or partial payment. Check Enable Sales orders and choose the templates you’d like to use for the Packing Slip and Pick List. To turn on the Sales Order function in QuickBooks Desktop Premier or Enterprise, click Edit (top menu bar), Preferences, Sales & Customers, Company Preferences. Sales Orders are non-posting and not included in income. Pick lists, packing slips, shipping labels and invoices can be created using the Sales Order. Sales orders track the order before it is ready for delivery/billing to the customer. A sales order is very helpful for manufacturers. Sales Orders (only available in QuickBooks Desktop Premier and Enterprise versions)Ī sales order is created when a customer places an order for products/services. To turn on the Estimate function in QuickBooks Desktop, click Edit (top menu bar), Preferences, Jobs & Estimates, Company Preferences. Estimates are non-posting and not included in income. Once an estimate is saved in QuickBooks, that estimate can be turned into a sales order or invoice if the customer decides to accept your quote. An estimate is a quote you provide a customer for products/services.
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