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rohit-sigmamedit
Level 1

I want to know that can i add new form in it. i have to give my customers a delivery challan, in which i only name the items and qty.

 
1 Comment 1
Jen_D
Moderator

I want to know that can i add new form in it. i have to give my customers a delivery challan, in which i only name the items and qty.

It's good to see you here, @rohit-sigmamedit,

 

I want to make sure you're able to add a document in QBO for your customers. For this, you can use the Attachments feature in the program to send files to your customers with their sales forms.

 

Here's how:

 

  1. Save the document on your drive then open a sales transaction.
  2. Scroll down to the bottom of the page and find the Attachments section.
  3. Click the box showing Drag/Drop files here or click the icon.
  4. Pick a file from your drive then save the transaction after.

 

Let me know if you're referring to something else. I'll be right here if you need further help. Have a good day!