See above
Hi @Philip08,
I can see you’re wanting to create your own invoice or quotation template. You can do this by going to Setup > Customise Forms and then choosing the form you want to edit. From there, you can adjust the layout, wording, and branding, then save it as your own custom form. Just a heads-up, the default sales form applies to both invoices and quotes, so if you want to use a different layout for quotes, you’ll need to select that custom form when you print or email the quote. You can follow the step-by-step guide here: Personalising forms.
Regards,
Sai
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