cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Not applicable

I created a delivery note customising an estimate, when i go to create estimate and click on the custom form i does not change and just stays as an estimate how do i use

 
3 REPLIES 3
QuickBooks Team

Re: I created a delivery note customising an estimate, when i go to create estimate and click on ...

Hi accounts117

 

To change the name of the estimate/delivery note you created:

 

Select the cog/gear icon in the top right hand corner of the screen > custom form styles > edit > content > select the top area that is greyed out on the left hand side > in the form section, change the Estimate name to Delivery Note > Done

Not applicable

Re: I created a delivery note customising an estimate, when i go to create estimate and click on ...

hi John, thanks for coming back to me. i've changed the name of the custom template, i meant to actually use it. when i go into create estimates i can get the custom one in the pop up menum click on it, but it does change the one on the screen, ready to use

QuickBooks Team

Re: I created a delivery note customising an estimate, when i go to create estimate and click on ...

Hi accounts117

 

It won't change the one displayed on the screen, select customise > select your template > print or preview.