I've got you covered, Mike05. Let me share the steps below to change the sales transaction design seamlessly.
You can follow the instructions below to update the layout of your sales forms:
- Go to the Sales menu, then pick the Invoices or Estimates tab.
- Choose an invoice or estimate from the list and select Edit.
- Click Manage at the upper-right corner.
- Scroll down to the Design section and choose a template. If you select the Modern template, you can only change the form's color and font.
- Click Manage from Other templates to use or update a template from your Custom form styles.
For more details about personalizing and editing your sales forms templates, please see this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Additionally, you can check out this article as your reference for receiving and categorizing invoice payments in QBO: Record invoice payments in QuickBooks Online.
I'm always around to share appropriate information if you have further inquiries about customizing sales transactions. Please notify me by clicking the Reply button below or post in our forum again. Have a great day!