Assign a style to a sales form

There are two ways to use custom form styles you’ve created. You can assign them individually to separate transactions, or you can make a form style the default for a particular transaction type.

To assign a custom form style to an individual transaction:

1. Open the invoice, estimate, or sales receipt that you want to assign the custom style to.
2. At the bottom of the page, click Customise. A list of the available styles for that transaction type pops up. A blue checkbox shows which style is currently assigned to the transaction.
3. Select the style you want to use.
4. (Optional) Click Print or Preview to see how the transaction looks with the custom style.
5. Click Save.

See also

Customise invoices and other sales forms

Manage custom form styles