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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

Forum|Forum|6 years ago
August 19, 2019
1 reply
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QuickBooks Online

Best answer by payment after leaving

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

Level 10

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

Level 10

Hi accounts117

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

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