Solved

I created a delivery note customising an estimate, when i go to create estimate and click on the custom form i does not change and just stays as an estimate how do i use

4 replies
0 views

Original commenter did not share additional details

QuickBooks Online

Hi accounts117

To change the name of the estimate/delivery note you created:

Select the cog/gear icon in the top right hand corner of the screen > custom form styles > edit > content > select the top area that is greyed out on the left hand side > in the form section, change the Estimate name to Delivery Note > Done

P

payment after leavingAnswer

Hi accounts117

To change the name of the estimate/delivery note you created:

Select the cog/gear icon in the top right hand corner of the screen > custom form styles > edit > content > select the top area that is greyed out on the left hand side > in the form section, change the Estimate name to Delivery Note > Done

A

accounts117Author

hi John, thanks for coming back to me. i've changed the name of the custom template, i meant to actually use it. when i go into create estimates i can get the custom one in the pop up menum click on it, but it does change the one on the screen, ready to use

P

payment after leaving

Hi accounts117

It won't change the one displayed on the screen, select customise > select your template > print or preview.

Sign up

Login with SSO

Login to the community

Login with SSO