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Edit Your Quotes Page Layout
You may edit your page layout to add the sections and custom buttons and related lists for Sales Orders and Sales Invoices.
To access page layouts for Accounts:
- Select Your Name | Setup | Customize.
- Choose Opportunities.
- Choose the Page Layout link.
Work with the page layout editor to add the following components:
- Add the Create Invoice button and Create Order buttons to the Custom Buttons component on the page layout.
- Add the following Related Lists to your page layout
- Sales Orders
- Sales Invoices
