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