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:

1. Click on the gear icon and select Custom Form Styles from the Your Company column, as shown in Figure 16.8:

Figure 16.8: Navigating to Custom Form Styles

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

Figure 16.9: Clicking the New style button

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

   

   Figure 16.10: Three customization options for sales templates

   The following is a brief explanation of the information you can customize...