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evinna
Level 3

How to customise the delivery note and invoices to have a line for customer's signatures and endorsement?

current template format does not have a section whereby we can have the customer to endorse and sign.

1 Comment 1
ChristineJoieR
QuickBooks Team

How to customise the delivery note and invoices to have a line for customer's signatures and endorsement?

We can add a field for your customer's signatures by utilising the Add Footer Text field in your invoice template, Evinna. However, this will not apply to the delivery note.

 

Doing this will ensure that each invoice sent out will have a designated place for the customer to endorse and sign.

 

Please follow the steps below:

 

1. Go to the Custom Form Style section to create a new template.

2. Click the Content tab and navigate to the Footer section.

3. Scroll down to the Add Footer Text field to manually type the details:

Customer Signature: _______________ and Endorsement: ____________.

4. Choose the Size Text in the dropdown and the exact placement either Left, Center, or Right.

5. Once done, press the Done button.

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Moreover, QuickBooks Online (QBO) does not have a built-in feature to customise delivery notes like it does for invoices, estimates, and sales receipts. You may want to utilise a third-party application that supports this functionality for your delivery notes.

 

Here's how:

 

1. Select the Apps tab on left navigation bar.

2. Search for the app you wish to connect to in the magnifying glass bar, or select the Browse category to search for an app by category.

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It's important to preview the changes to ensure everything looks correct before sending it out to customers. See this page for more guide with customising and personalising your sales forms in QBO: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

I'll also add this resource for insights on how to handle and record invoice payments when you receive payments at a later date: Record invoice payments in QBO.

If you have any more queries with your invoices and delivery note customisation in QuickBooks Online, please don't hesitate to reach out. We're here to help ensure all your concerns are addressed.