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March 28, 2024
Question

Hie, l would like assistance on how l can edit the credit note original template in the system

  • March 28, 2024
  • 1 reply
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Credit note template adjustment

1 reply

March 28, 2024

Hi there, accounts-altmedi.

 

I can share some information and guide you on how to personalise your credit note template in QuickBooks Online.

 

Any changes made to the Standard invoice template will be applied to the credit note template. To customize a credit note, you just need to edit the standard invoice template.

 

Like this:

 

  1. Log in to your QuickBooks Online account.
  2. Go to the Gear icon at the top.
  3. Select Custom forms styles.
  4. Click on edit for the Standard template.
  5. Hit the Content tab, then make the necessary adjustments.
  6. Once finished, click on Done.

 

You can check out this link to learn more about the customisation process: Customise invoices, estimates, and sales receipts in QuickBooks Online

 

I've also added this article as a reference using credit notes: Create and apply credit notes or delayed credits in QuickBooks Online.

 

I'll be around if you still have follow-up questions or other concerns about credit notes. Take care and enjoy the rest of your week.