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
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
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
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
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
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
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
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
Hi accounts117
It won't change the one displayed on the screen, select customise > select your template > print or preview.
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
it is regretful that there is still no option to issue a Delivery Note without the amount, price and vat, etc.
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