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How do I customize Forms (estimates, invoices, sales receipts, etc.)?

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How do I customize Forms (estimates, invoices, sales receipts, etc.)?

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A. Click on Lists and chose Templates. You can choose a template and click on Templates (bottom left of screen) and choose Edit Template, or you can click on Templates and choose New to set up a new form. Follow the information in the “Basic Customization” screen to create the new form.

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