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Coding Components Ltd
Level 1

How do i modify the template for the delivery note

Can only see the one layout for a delivery note with no option to change the it?
1 REPLY 1
LollyNino_C
QuickBooks Team

How do i modify the template for the delivery note

Thank you for dropping by here in the Community, @Coding Components Ltd

 

In QuickBooks Online (QBO), the ability to modify the delivery note is currently unavailable. However, 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.

Once done, you can now create and print a delivery note in QuickBooks.

 

If you want to personalize and add specific information to your sales forms, check out this article to learn more: 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. Have a wonderful day!

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