Customizing sales templates
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:
- Click on the gear icon and select Custom form styles from the YOUR COMPANY column, as shown in Figure 7.10:
Figure 7.10: Navigating to Custom form styles
- Click on the New style button and select a sales template to customize:
Figure 7.11: Clicking the New style button
- The following window will display three areas you can customize for sales templates:
Figure 7.12: Three customization options for sales templates
The following is a...
