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1 reply

J
JonpriL
February 21, 2021

Hello @useradznamsha,

 

Yes, you can customise the name of your estimate template and change it to a delivery order. Let me show you how.

  1. Go to the Gear icon.
  2. Under YOUR COMPANY, select Custom form styles.
  3. Select the estimate template you wanted to make the customisation with.
  4. On the ACTION column, select Edit.
  5. Click Content.
  6. Select the upper portion of your estimate template.
  7. Below the Form names, enter Delivery Order.
  8. Click Done.

In the same manner, here's an article you can read to learn more about customising an estimate: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

On top of that, I've also included these articles for the steps in creating and using an estimate:

If you have any other questions, please let me know by leaving any comments below. I'll be here to lend a hand.

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