Custom Form Styles

You can now have multiple sales form templates. They have three sales form types (Invoice, Sales Receipt and Estimate). These are great for changing the style of an invoice (or sales receipt or estimate) on the fly by clicking “Customize” at the bottom of the sales form once the new template is customized for your business.

To create new style:

From the home page screen > Company Gear (upper right corner) > Settings > Custom Form Styles

They have the following five custom form styles:

      Airy
      Bold
      Fresh
      Friendly (default type)
      Modern

You can create as many new customized sales form from these five standard built-in form styles. You cannot, however, add or import any other form style from outside at this time.
cfs list

select style

airy

bold

fresh

friendly

modern

It can make adjustments to sales form as needed. They offer the following four customization design layout:
Appearance
Header
Activity Table
Footer

make adjustments appearance

make adjustments header

make adjustments activity table

make adjustments footer

Select edit (under Action column) to preview PDF, make default any template style, rename the style and delete unwanted style.

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