If you need to make more major changes to your transaction forms, click Additional Customization from Basic Customization dialog box discussed in Forms Basic Customization.
There are five tabs on the left pane and Preview pane on the right pane. Each tab relates to a different area of the form, invoice in this example.
Header.
This tab, as shown above, includes all fields that appear above the table/line items are. Some of the fields are turn on by default, such as, Default Title, Invoice Number, Invoice To, Terms, etc. as check marked above. You can always uncheck them if you don’t want to appear in the form.
If you have custom fields, you will also be able to turn on and off their respective boxes.
Columns.
This tab refers to the column fields in the table/line items area of the form, like Item, Description, Quantity, Rate, Amount, Tax Code, etc.
You can specify whether they should appear on the screen or when printed, the order of the columns by entering Order boxes with numbers (starting with number 1), and alter the Title. Zero (0) in the Order boxes means they are not included in the form.
Prog Columns.
This tab refers to the fields use if you are using progress billings. Options for Estimate and Sales Order columns are available to appear on screen, when printer, order of the columns, and title modification.
Footer.
This tab refers to fields that appear in the footer area of the form, i.e. under the table/line item area, like Message, Subtotal, Total, Balance Due, etc. Similar to other tabs, you can select what to appear on screen, when printed, and title modification.
Print.
This tab has two option:
1. Use Invoice printer setting from Printer Setup, and
2. Use specified printer setting below for this Invoice.
QuickBooks automatically select the first option. If you have a unique form, you can use the second option to print it.
If you have any questions, click “When should I check Screen or Print” link or Help button to open Have a Question window.