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Jun 20, 2024 10:27 AM UTC
Question

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

Banking details seem to be set as a default field but, clearly, are inappropriate on a customer credit note. Please can anyone help?

3 replies

Jun 20, 2024 10:48 AM UTC

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

Jun 20, 2024 11:03 AM UTC

Hi Emma

 

Many thanks for your help.

 

Kind regards

 

Katharine

Jun 20, 2024 11:27 AM UTC

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!