SC.1.3a Customize a Sales Form | Scribe

    SC.1.3a Customize a Sales Form

    • 19 steps
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    Start in the Sample company.
    1
    To complete this exercise, you must be in the Sample company. From your QBOA account, click on the Gear icon on the top right corner of the screen, then select Sample company.
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    Note that you will be logged out of your current account. If you are sure, click "Continue" to confirm.
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    Now let's get started with the exercise.
    2
    Click the "Gear icon", then select "Custom form styles".
    3
    Click "Edit" to change the default style for all sales forms. *Note: If you wanted to create styles for individual types of sales forms, you would click the "New style" button.*
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    First, let’s freshen up the overall look of Craig’s invoices.
    4
    Click "Change up the template".
    5
    Click "Fresh". *Notice how the demo invoice on the right side changes after selecting the new template.*
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    Next, change the color scheme to dark green.
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    Click "Try other colors".
    7
    Click dark green. *Notice how the demo invoice on the right side changes after selecting the new color.*
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    Now that we have changed what the invoices look like, let’s change what appears on them.
    8
    Click the "Content" tab.
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    Let’s add Craig’s website to the header.
    9
    Click the "pencil icon" on the top third of the demo invoice.
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    Click "+Website" to add the website.
    11
    Click the "checkbox" next to Website. In the Website field, type "www.craigslandscaping.com". *Notice how the website will automatically appear on the demo invoice.*
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    Next, let’s make the column titles a bit better.
    12
    Click the "pencil icon" on the middle third of the demo invoice.