You can add them to your sales forms and reports to focus on the info that matters most to your business. To know more about this, you can refer to this article: Use and customize form templates.Īdditionally, you can create custom fields to personalize and capture specific customer, vendor, employee, product, and service details. With this, you can control how they look and what information to include. I've attached a screenshot below that shows the last three steps.Īlso, you're able to create custom templates for forms like invoices, sales receipts, estimates, statements, and purchase orders in QBDT. Go to the My Preferences tab, then make sure to select the Auto-check the "Email Later" checkbox is customer's Preferred Delivery Method is e-mail option.You may have updated your company's send form preferences to use the plain text format that's why the color design is changed. The template used when emailing invoices may have changed in QuickBooks Desktop (QBDT), go to the Preferences window to correct this.
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