Customizing sales documents and customer statements

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

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

We've also put together a short video that shows how to do this. Watch the video now

For more information about the settings in each area, see About Templates and Logos and About Document Preferences.

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.