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melodie1
Level 1

Is it possible to to customise form style for Delivery Note?

 
9 Comments 9
MadelynC
Moderator

Is it possible to to customise form style for Delivery Note?

Hello there, @melodie1.
 

You can customize form style for a delivery note in QuickBooks Online. You can modify your invoice template to look like a delivery note. Please follow the steps below.
 

  1. Go to the Gear icon.
  2. Under Your Company, select Custom Form Styles.
  3. Select New Style, and choose Invoice.
  4. In the Design tab, change the template name into Delivery Note.
  5. Click the Content tab, then change the Form name into Delivery Note.
  6. Click Done.

You can refer to this article as your reference if you’d like to import your custom form style to personalize the design of your form: Import custom form styles for invoices or estimates.
 

 If you have other concerns, please let know. I’ll be here to help anytime.

Lazatek
Level 2

Is it possible to to customise form style for Delivery Note?

It works; I have been using it. But it's not really a proper solution is it?
Rose-A
Moderator

Is it possible to to customise form style for Delivery Note?

I'm glad to hear this worked for you, Lazatek.

 

Some customers may prefer using different set ups to personalise their sales forms and customising them is one way of updating business information on a template.

 

You also have the option to create your own sales form template. This way, you can use this template for your everyday transactions. See the this article for the detailed steps and instructions: Import custom form styles for invoices or estimates.

 

Additionally, you can visit these resources to learn other ways on how to customise your sales forms in QuickBooks:

 

Add, customise, or remove logos on sales forms

Customise invoices, estimates, and sales receipts in QuickBooks Online

 

You can always come back to the Community if anything may arise while working in QuickBooks Online. I'd be glad to help. You have a wonderful day!

stmuller74
Level 1

Is it possible to to customise form style for Delivery Note?

It doesn't work for me, can you advise as I followed your steps but when I print it shows the old form.

AileneA
QuickBooks Team

Is it possible to to customise form style for Delivery Note?

Hello, stmuller74. 

 

I appreciate for following the steps provided by my colleague. Let's go ahead and check the sales form if set as default. Then we can also preview the PDF before printing it to make sure it's the default form you wanted to print out. Here's how to do it:  

 

  1. Go to the Gear icon.
  2. Choose Custom Form Styles
  3. Under Edit drop-down and click Make Default.  

   

 

To Preview the PDF here's how: 

 

  1. Click the Gear icon. 
  2. Select Custom Form Styles
  3. Under Edit drop-down and click Preview PDF

 

 

 

From there, let's try again and print out the form. If the same result occurred, I recommend reaching out to our customer support team. This way, we can pull up your account in a secure session and investigate the underlying issue.  

 

You can check this article to learn more ways on how to customise your sales forms in QuickBooks: Customise invoices, estimates, and sales receipts in QuickBooks Online

 

I'll be here if you need anything else. Just click the Reply button below, and I'll get back to you as soon as possible. Stay safe!

RL24
Level 1

Is it possible to to customise form style for Delivery Note?

Hi

We have prepared a customised delivery note as per the instructions by qbo but when we print a delivery note our changes don't show. Specifically, we have amended the delivery note so it shows the following columns: SKU, Item, Description and Quantity but only the description and quantity are showing when we print a delivery note.  

We surely aren't the only company who want to show more than the basic set up that's the default.  How do we resolve this please?

Rachel

 

MaryJoyD
Moderator

Is it possible to to customise form style for Delivery Note?

I'm here to share some information about printing the customised delivery note, @RL24.

 

Currently, the option to customise the delivery note format in QuickBooks Online (QBO) is unavailable. If you have followed the steps provided by MadelynC above as a workaround, you may consider creating an invoice and printing it as the delivery note. 

 

Here's how:

 

  1. Open the invoice that you've created. 
  2. Click the Customise button and choose the template that you've created for the delivery note.
  3. Go to the Print or Preview button and then choose Print or preview.
  4. Check the format of the invoice. Once you're done, click on Print

 

That invoice will now serve as your delivery note. Check out this article for more information about sending and printing your sales forms like your invoices in QBO: Email or print multiple sales forms in QuickBooks Online.

 

The option to customise the delivery note format will be a great addition to the current features that we have, so I'll take it note. I also encourage you to leave feedback from within the product. 

 

Here are the steps:

 

  1. Go to the Gear icon and select Feedback.
  2. Provide your product suggestion. 
  3. Click on Next to submit feedback.

 

You can check out this article for more information about providing feedback to make the program better: How do I submit feedback?.

 

Once you've received the payment, here's how to record it in the account: Record invoice payments in QuickBooks Online.

 

Let me know if you need further help with printing your delivery note by leaving a reply below. I'm always here to assist. Have a great rest of the day!

Emcg1
Level 1

Is it possible to to customise form style for Delivery Note?

Just moved from QuickBooks Desktop to Online because Desktop is to be discontinued.

 

Not being able to edit the Delivery Note is very frustrating.

 

We need to include vital information such as VAT numbers and the sellers' clause "Goods remain property of {company name} until paid for" is required under the Sale of Goods Act.

 

The Desktop version can be edited but not Online, this needs to change.

Carneil_C
QuickBooks Team

Is it possible to to customise form style for Delivery Note?

I understand what you feel, @Emcg1.

 

I see how being able to customise the delivery note benefits you and your business. However, this option is unavailable.


It's best to send this feedback to our Product Development Team so they can review it and consider implementing it in the future. Here's how:

 

  1. Go to the Gear icon, then click Feedback.
  2. Enter your comments or product suggestions.
  3. Then select Next to submit feedback.

 

Also, you can visit our Feedback forum to track the progress of your feature request.

 

Feel free to tag my name if you need further assistance while working in QuickBooks Online or want to share your best practices using the product. I'll get back to ensure you're taken care of. Take care always.