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joanne8
Mar 20, 2019 3:12 PM UTC
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How do you change the default form for printing a credit note or import a credit note form to print?

Original commenter did not share additional details
TaliaIAnswer
Mar 20, 2019 4:07 PM UTC

Hello Joanne,

 

You are unable to directly edit the credit note template - this is based on the Master invoice template. If you go to the cog wheel and to custom form styles, you will see an invoice template that is labelled Master. You can then edit the look of this, which will alter the style on your credit notes.

 

Thanks,

 

Talia

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17 replies

TaliaI
Mar 20, 2019 3:54 PM UTC


Hello joanne8,

 

Welcome to the Community - thank you for your question!

 

Are you referring to the template style that is used for the credit note?

 

Thanks,

 

Talia

joanne8Author
Mar 20, 2019 4:00 PM UTC

Hi Talia,

Thanks, yes I am.

Joanne

TaliaIAnswer
Mar 20, 2019 4:07 PM UTC

Hello Joanne,

 

You are unable to directly edit the credit note template - this is based on the Master invoice template. If you go to the cog wheel and to custom form styles, you will see an invoice template that is labelled Master. You can then edit the look of this, which will alter the style on your credit notes.

 

Thanks,

 

Talia

    Anna Haley-Liu
    Mar 20, 2020 7:28 PM UTC

    Gear Icon - Accounts and settings - Sales - Messages - Chose sales form (Credit note or Invoice....) - change the text.

    Lost_In_Spain
    Mar 22, 2020 11:43 AM UTC

    Hi Ana,

     

    Thanks for your comments but its not the text of the message that I am worried about, it's the credit note style.

    You can personalize your invoice template in a word document and then upload the word document to be used with all of your invoices.

    However, the credit note template is not affected by this personalization.

    The logical answer would be to offer a credit note and an invoice with the same style but with quickbooks it seems you can only personalize the invoice template which means you wind up with one personalized style for your invoice and then a Quickbooks style credit note.
    1. The quickbooks invoice/credit note style is very ugly.

    2. The only way to offer our clients a consistant brand look from our envelopes to our letter head is by personalizing BOTH the invoice and credit note but this seems to be too much to ask for.

    The shortcomings and lack of follow through with several aspects of QuickBooks online makes me wonder if the people doing the design and coding work for this program have ever actually had to use their own creation.

     

      aldo
      Dec 22, 2022 3:56 PM UTC

      There is soo many shortcomings with Quickbooks Online that you are not wrong to think that there is a major disconnect from the developers and the end users of the software. Quickbooks Online is Mickey mouse accounting software. End of story.

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