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Mar 5, 2023 7:28 AM UTC
Question

How to change payment details on bottom of estimates to updating account details

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1 reply

Mar 5, 2023 1:30 PM UTC

Hello there, @lewisdowns1-outl.

 

Did you add the payment to the filter? If so, we can update it to the Custom form style. I'd also suggest sending a screenshot to us for reference.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Click Custom form styles.
  3. Choose the template you want to edit.
  4. Click the Content tab.
  5. Edit the payment details from there.
  6. Hit Done.

 

I've added this link about personalising and adding specific info to your sales forms: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Let me know if mean something else and I'm here to address them for you.