Custom sales forms

richard91 · ‎February 08, 2022

Hi,

We operate a number of brands in one Ltd company. Over the years we have updated logos etc a couple of times and we now have a list of 17 custom sales forms. We are about to add another 5. When raising an invoice and selecting 'customise' in the bottom black ribbon, all 17 forms appear in a jumbled order. The list will not 'sort' by letter or number and there is no way of making old forms inactive or deleting them (if they have been used in any transactions).

With a list of 23 forms, it will take quite a long time to select the correct form from this list. Does anybody have any advice please? Am I missing something?

Thanks,

Richard

ChristineJoieR · ‎February 08, 2022

I’ve got you covered, @richard91. I can assist you with regards to customising sales forms within QuickBooks Online.

I know how important it is for you to choose the correct form from the list.

By heading to the Custom form styles page, you have an option to delete templates. This way, you won't see many of them in the Customise tab of a sales transaction.

Follow these steps below:

From the Gear icon, click Custom Form Style.

3. Click the dropdown arrow below the Action Column.

4. Choose Delete the old forms.

You can click the "Make Default" option if you want to use the form as your standard template.

Furthermore, I added this article if you need additional details about customising invoices, estimates, and sales receipts in QuickBooks Online.

I’ve added this link that might help you as your future reference: Add, customise, or remove logos on sales forms.

You can also visit the QuickBooks Blog to discover more about the latest developments, news, and product updates. You'll also get advice on how to expand your company.

Let me know how it goes on your end. I’ll make sure everything is well sorted for you. Stay Cool!

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