How to create my own invoice/ quotation tem plate

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