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May 29, 2024
Question

My custom sales form template column spacing is not utilizing the spacing I set on my template. How do I save the column spacing on a custom sales form?

  • May 29, 2024
  • 1 reply
  • 1 view
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1 reply

MariaSoledadG
QuickBooks Team
May 29, 2024

I'll guide you on how you can save the column spacing on your custom form sales form, Sam.

 

When creating an invoice, you can adjust the width to utilize spacing on the template. To do so, you can follow the steps outlined below:

 

  1. Go to the Gear icon, then select Custom Form Styles.
  2. Click New and select the form.
  3. Under the Content tab, click the body of the invoice on the other side.
  4. Select EDIT LABELS AND WIDTHS. Toggle left and right to adjust the width.



  5. Click Done.

 

After that, be sure to select the template that you want to use on the actual invoice. You can find this under the Design option by clicking the drop-down arrow. I've added a screenshot for a visual guide:

 

Moreover, after your customer processes the payment, you'll want to record it in QuickBooks to mark the invoice as paid. To know more about this, check out this article for more details: Record Invoice Payments In QuickBooks Online.

 

Let us know if you have any other concerns about column spacing on the custom sales form. We're always right here to help you anytime. Have a nice day ahead!