Customizing sales documents and customer statements

The documents you send to your customers connect them to your business. Customizing these documents is an effective way to make a lasting impression. Add your logo to promote your brand or association logos to show trade and community relationships. You can also choose the layout, color theme, and font to further enhance the look of your documents.

There are two main areas that you will work in to customize your documents; Templates and Logos and Document Preferences. The image and corresponding table below show where to go to change each item.

Letter	Go to
A	Settings, Business settings, Document preferences to add a note, terms and conditions, column headings, and footer information to your invoices and sales documents.
B	Settings, Templates and logos to add logos, select a template, or to change the color scheme and font on your invoices and sales documents.
C	To change your business details, go to the upper right-hand corner, click your business name, and then click Manage Business Account. If you want to hide or show specific details, go to the Contact Details & Addresses section in Settings, Business settings, Document preferences.

For more information about the settings in each area, see About Templates and logos settings

To preview your changes, create a sales invoice and mark Save as Draft before saving it. Once saved, filter the invoice list by Draft and then mark the box next to the invoice you just created. Click PDF on the action toolbar at the top of the list to open the document in your browser. When you're happy with the appearance of your invoices, you can delete the draft from the Sales list.