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AGSF
Level 1

Can I use a custom form for credit notes? Credit notes i send to customers.

 
Solved
Best answer March 02, 2021

Accepted Solutions
AGSF
Level 1

Can I use a custom form for credit notes? Credit notes i send to customers.

Thank you for your quick reply.  

That’s a real shame, especially since you can customise invoices.  Credit notes is a glaring and obvious omission.  

I enquired about customising templates and invoices before moving to QBO.  I wish your salesperson had mentioned Credit Notes were not permissible.  They confirmed invoices and estimates could be done.  I appreciate that I did not specifically ask about credit notes, but assumed they would be if invoices could be customised.  

I’ll have to take a look at the apps and upgrade options.  

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2 REPLIES 2
JasroV
QuickBooks Team

Can I use a custom form for credit notes? Credit notes i send to customers.

Nice to have you in the Community space, @AGSF.

 

The option to customise a credit note template isn’t possible in QuickBooks Online (QBO). 

 

As a way around, you can look for a third party that lets you customise your credit note. You can go to the Apps menu from your QuickBooks Online (QBO) account and look for an app from there.

 

I can see how beneficial it is for you and your business to customise your credit note. Rest assured our Product Developers are always looking for ways in enhancing QuickBooks and meet the needs of our users. 

 

To stay current on the latest happenings and updates about QuickBooks, visit our QuickBooks blog page for reference. Furthermore, I’ve added this link that you can use for reference in applying the credit to the invoice: Create and apply credit notes or delayed credits in QuickBooks Online.

 

Tag me in your reply if you have other concerns or questions about managing your customer’s invoices. I’d be more than happy to help you. Keep safe.

AGSF
Level 1

Can I use a custom form for credit notes? Credit notes i send to customers.

Thank you for your quick reply.  

That’s a real shame, especially since you can customise invoices.  Credit notes is a glaring and obvious omission.  

I enquired about customising templates and invoices before moving to QBO.  I wish your salesperson had mentioned Credit Notes were not permissible.  They confirmed invoices and estimates could be done.  I appreciate that I did not specifically ask about credit notes, but assumed they would be if invoices could be customised.  

I’ll have to take a look at the apps and upgrade options.  

View solution in original post