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December 18, 2019
Question

Can we update Delivery note template on quickbook??

  • December 18, 2019
  • 1 reply
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1 reply

Bonny_
December 18, 2019

Hi patelservices252,

 

Unfortunately you cannot change the delivery note template in QuickBooks, however you can change what you want to display on the delivery note, such as Business Name, Phone, Email, ABN and the Footer Message.

 

To do this:

  1. Navigate to the Gear Icon on the top-right, then select Custom Form Styles.
  2. Find the template with the Form Type as Master, then select Edit under the Action column.
  3. Select the Content tab, then select the top-third of the invoice preview on the right hand side.
  4. Tick the information you would like to see in the delivery note (under the Header section).
  5. To change the footer message, select the bottom-third of the invoice preview, then change the text field in the Footer section.

Bonny

 

 

April 12, 2021

Hi Bonny,

Unfortunately this does not help at all.

We have just changed from XERO to QBO. While XERO had a lot wrong with it we could format the delivery note to suit our needs.

Typically a delivery note is folded into 4 and placed in a doculope which is stuck on the box.

This is not possible with you current layout so while QBO does allow you to print a delivery note as a separate document (XERO did not) the current format makes it unusable.

Please give this issue some priority.

Zac Product Champion
April 12, 2021

Thank you for your valuable feedback, Richard2393. 

 

I have forwarded your feedback to our support team. In case you want to do the same by submitting an in-product feedback so our product team can hear your voice and better improve our product for you, here is how:


How do I submit feedback?

 

Thank you and please let us know if you require any additional assistance.