You can find Custom form styles under the Your Company column in your Gear icon. To access this feature, you’ll need an Admin or Standard all-access user role. If you don’t have the appropriate access, your company’s primary admin can assign it to you.
If you already have the correct role but still don’t see the option, log in to your account in a private or incognito window, or use a different browser, as cookies and browsing data can sometimes interfere with how features display.
Alternatively, you can find this feature inside an Estimate or Invoice. Simply click the Manage button on the right side of the form, scroll down to the Design section, and select Add/Edit next to Other templates.
Feel free to reach out if you have further questions or concerns. We’re always here to help.
