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C
coatesconsulting
June 20, 2024
Question

How do I remove our banking details from customer credit notes?

  • June 20, 2024
  • 1 reply
  • 0 views
Banking details seem to be set as a default field but, clearly, are inappropriate on a customer credit note. Please can anyone help?

1 reply

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emmam6
June 20, 2024

Hello Coates consulting, welcome to the Community. You would need to go to the default custom form and edit it. To do this, click on custom forms in the cog in the top right of QuickBooks>then edit on the default invoice>content and click on the bottom third and remove the footer text. The credit note does not have its own form, but it gets its content from the default invoice. -Emma

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coatesconsultingAuthor
June 20, 2024

Hi Emma

 

Many thanks for your help.

 

Kind regards

 

Katharine

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I used to have an invoices sho
June 20, 2024

Hi there, @coatesconsulting!

I'm glad to know that my colleague was able to provide the appropriate workaround for customizing invoices in QuickBooks Online.

Please let me know if there's anything else you need help with managing invoices. Have a great day!

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