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Mark_R
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Hello there, @velourstattoo.

 

You'll be happy to know that you can customize your invoice and make it look similar with the custom invoice made by your graphic designer.

 

You can utilize the Layout Designer option to make your own template. But before doing so, you'll need to check the available details that can be included in the template.

 

Here's how:

 

  1. Go to the Lists menu.
  2. Choose Templates.
  3. On the page, click the drop-down button beside Templates.
  4. Select New, then choose the Template Type.
  5. Hit OK.
  6. Then to check the available details, click Additional Customization.
  7. Click Layout Designer.
  8. On the Layout Designer - Customer Estimate page, you can create your own template manually.
  9. Once done, hit OK to save the template.

I've got you an article for your reference: Use and Customize Form Templates.

 

Fill me in if you have any other questions about customizing form templates. I'll be always around to help.

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