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As you’ll see in a moment, the Sales section of the Account and Settings page (see Figure 3-18) allows you to change the look and feel of certain sales forms, including the following things:

 The Sales Form Content section allows you to define the fields that appear on invoices, sales receipts, and other sales forms.

 The Products and Services section enables you to modify the product- and service-related fields that appear on sales forms. QBO Plus and Advanced users can turn on inventory tracking and try out price rules. You can read more about inventory and price rules in Chapter 4.

 The Messages section is where you set the default email message sent to customers with sales forms, as well the default message that appears in the body of your sales forms.

 Use the Reminders section to set the default email message that will accompany reminder notifications.

 Unfortunately, the Online Delivery section doesn’t allow you order a pizza, but you can use it to control email delivery options for sales forms. Those options include attaching the sales form as a PDF document, displaying a summary or details of the sales form in the email, and specifying formatting for invoices.

 Finally, the Statements section lets you choose decide whether to show an aging table at the bottom of the statement.

FIGURE 3-18: The Sales page of the Account and Settings dialog box.

To change a sales form, click Settings ⇒ Account and Settings ⇒ Sales. Click the Customize Look and Feel button in the Customize section at the top of the page. The Custom Form Styles page displays (see Figure 3-19).

The Custom Form Styles page lists any form styles you have already created. By default, QBO creates one Standard form style for you when you sign up; this style is used by default for invoices, estimates, and sales receipts.

FIGURE 3-19: Use this page to edit an existing form style or set up a new form style.

If you’re satisfied with the appearance of the majority of the form style, you can edit it instead of creating a form style. Alternatively, you can create separate customized forms for invoices, estimates, and sales receipts. To do so, click New Style in the top-right corner of the Custom Form Styles page, and choose (from the drop-down menu) the type of form you want to create. For this example, when I chose Invoice, QBO displayed the page shown in Figure 3-20, which varies only slightly if you opt to edit a different form. In particular, if you opt to create a form style, the page displays a form name for the form you’re creating.

FIGURE 3-20: The page you use to customize sales forms.

You use the tabs in the top-left corner to establish form style settings:

 Design: On the Design tab, shown in Figure 3-20, you click Change Up the Template to select a style for the form: Airy New, Airy Classic, Modern, Fresh, Bold, or Friendly. The preview shown in Figure 3-20 is the Airy New form style. You also can modify the appearance and placement of your logo, set the form’s font, and try different colors.

  Content: On the Content tab, you can edit the form directly. Just click the pencil icon in the top-right corner of a form section, and make changes in the boxes that appear on the left side of the page.

 Emails: On the Emails tab, shown in Figure 3-21, you can edit the standard and reminder email messages your customers receive with each new or reminder form you send them. You make changes on the left side of the page; the right side of the page shows a preview of what customers receive.

 If you’ve enabled Payments in QBO, you can use the Payments tab (not shown) to choose whether you want to give your customers the option to pay online and, if so, by which methods: bank transfers, credit card (fees apply), or both. Note that you need to finish setting up your payments profile before customers can pay you online.

FIGURE 3-21: Make changes in the emails your customers receive with their forms.

You can click the Preview PDF button in the bottom-right corner of the screen to preview your invoice in PDF format.

Click the Done button in the bottom-right corner to save the changes you make in the appearance of your forms.