Skip to main content
L
Larissag
October 3, 2023
Question

Sales Order Templete - Recurring Message on the form

  • October 3, 2023
  • 1 reply
  • 0 views

I have a sales order template that has a set message print on all sales orders, its our standard returns policy that prints inside the body of the template towards the bottom of the line items. I currently have a 2 page sales order and the "return message" is jumbled in with my sales line items on the first page making it impossible to read.  The "return message" also appears on page 2 of the sales order in the correct legible form.  How do i remove the message from page one so it doesnt interfere with my sales order line items? 

1 reply

C
CharleneMaeF
October 3, 2023

Removing the message on page one of your sales order is a great functionality, Larissa.

 

Currently, this feature is unavailable in QuickBooks Desktop. Once a message is added to the sales order template, it will directly apply to all pages when printing the transactions.

 

As a workaround, let's customize the template and use the Plain text field instead of Message. I'll show you how:

 

  1. Go to Lists and then select Templates.
  2. Locate and double-click the template you used in your sales orders.
  3. Select Additional Customization.
  4. Choose the Footer tab.
  5. Uncheck the box beside Message under Print.
  6. Put a checkmark beside Plain text under Print.
  7. Enter the message you like to add to your sales orders in the box.
  8. After that, click OK twice to save the changes.

 

Once done, I recommend updating the template of the transactions you'd like to print. Please note that the message added is only available on the Print page.

 

I understand how this feature would be beneficial in keeping your template organized and personalized. I recommend sending feedback to our Product Development team. Doing so helps us improve your experience and the features of the program. 

 

Here's how:

 

  1. Go to the Help menu and then select Send Feedback Online.
  2. Choose Product Suggestion.
  3. Add the type of feedback.
  4. Type in your feature suggestion.
  5. Once done, click Send Feedback.

 

Also, there are several ways you can utilize the Sales order feature in QuickBooks Desktop. It'll help you ensure you can complete your customer’s order on time. Please see options 4 and 5 in this article: Accounts Receivable workflows.

 

In addition, I've added these resources that'll help you  personalize your templates to control how they look and what information to include and fix if you encounter any problems when using or customizing them:

 

 

Please keep us posted if you need additional assistance printing or managing your sales transactions. We're always available to help you out.

Terms & ConditionsAccessibility statement