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April 4, 2019
Question

Credit Memo

  • April 4, 2019
  • 1 reply
  • 1 view

Can I customize a Credit Memo to change the headings and the title?

1 reply

April 4, 2019

Hello Rachel,

 

A personal touch can be a great way to build your brand and make your business stand out. With QuickBooks Online, you can easily customize the Standard template which is used as default for many forms including Credit memos. To do so:

  1. Select the gear icon
  2. Select Custom Form Styles
  3. Select Edit on the right of the Standard form line
  4. Make the desired changes to the Design, Content, and Email
  5. Select Done

Here's a community article with more details on how to customize invoices, estimates, and sales receipts.

 

Reach out if you have any other questions.