Customizing sales templates

QBCU
2.3.1

QuickBooks allows you to create custom sales forms to match your brand and style. Taking the time to customize sales templates will allow you to create professional-looking forms so your customers can easily see what they owe and make payments online in just a few minutes. You can customize invoices, estimates, and sales receipt templates. Follow these steps to learn how to customize these sales templates:

1. Click on the gear icon and select Custom Form Styles from the Your Company column, as shown in Figure 18.7:

   

   Figure 18.7: Navigating to Custom Form Styles

2. Click on the New style button and select a sales template to customize:

   

   Figure 18.8: Clicking the New style button

3. The following window will display three areas you can customize for sales templates:

   

   Figure 18.9: Three customization options for sales templates

   The following is a brief explanation of the information...