Customize Your Invoice Forms

You can change the names and layout of the fields of an invoice to fit the needs of your company by customizing an invoice form template.

To do this task

1. Go to the Customers menu and click Create Invoices to open an invoice form.
   The form you see onscreen is not how your invoice looks when printed. Click Print Preview at the top right-side of the form to see how it will print and then click Close.
2. Select the template you want to use:
   1. Click the Customize drop-down arrow and then click Manage Templates.