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How do you change the default form for printing a credit note or import a credit note form to print?

 
Solved
Best answer 03-20-2019

Accepted Solutions
QuickBooks Team

Re: How do you change the default form for printing a credit note or import a credit note form to...

Hello Joanne,

 

You are unable to directly edit the credit note template - this is based on the Master invoice template. If you go to the cog wheel and to custom form styles, you will see an invoice template that is labelled Master. You can then edit the look of this, which will alter the style on your credit notes.

 

Thanks,

 

Talia

3 REPLIES 3
QuickBooks Team

Re: How do you change the default form for printing a credit note or import a credit note form to...


Hello joanne8,

 

Welcome to the Community - thank you for your question!

 

Are you referring to the template style that is used for the credit note?

 

Thanks,

 

Talia

Not applicable

Re: How do you change the default form for printing a credit note or import a credit note form to...

Hi Talia,

Thanks, yes I am.

Joanne

QuickBooks Team

Re: How do you change the default form for printing a credit note or import a credit note form to...

Hello Joanne,

 

You are unable to directly edit the credit note template - this is based on the Master invoice template. If you go to the cog wheel and to custom form styles, you will see an invoice template that is labelled Master. You can then edit the look of this, which will alter the style on your credit notes.

 

Thanks,

 

Talia