Customise the Invoice Layout

Updated
  • Updated on Feb 23, 2024
  • Published on Sep 5, 2022
  • 1 minute(s) read
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You can customise the layout of invoice in Quotes

  1. Go to Setup and search 'Quotes' in Quick Find search box.
  2. In Quote Settings, click the box of Enable Quotes.
  3. Select the page layouts you want and Save.
  4. In Quote Templates, find the templates you want and click Activate. 
  5. You may create new custom template by clicking New, then enter Template Name and click Save.
  6. You can customise and save your new template in the following page.
  7. Activate your new custom template.