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Layout Designer: Formatting a template

In Layout Designer, use the Formatting Pallette to customize how a form looks. You can use Layout Designer to customize the look of your invoices, sales receipts, estimates, credit memos, statements, and purchase orders.

Tip: You can also customize what information is displayed on a form.

To use Layout Designer:

  1. Look for the Current Template list at the top of a form. Choose an existing template and click Edit Current Template, or choose New Template.
  2. Make your changes and choose File > Save or File > Save as to save your template.

Using Layout Designer to format your template: