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loz256
Level 2

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As there is no option to edit the PDF comments for remittance advice i have managed to find a work around until QB actually update things. Hopefully this helps others with the issue i had.

 

 

If, like us, you have 'footer notes' or 'message to customer' on your invoices, you will find they too are on your remittance advice.

 

To get around this, you will need to go to the GEAR ICON> CUSTOM FORM STYLES> NEW STYLE

 

Create a new INVOICE style, this needs to be the one you want to use for your invoices. 

Once you have finished editing and saved your new template, next to the edit link is an arrow. Click it and make the template you just created as default. Make sure the form type is Invoice. You can repeat and do the same for sales receipts and quotes if you want them to all be different, otherwise they will default to the master form style.

 

Now edit your 'master' template to reflect what you would like on your remittance advice and save. 

 

When you create an invoice it will use the new template and remittance advice uses the master template.

 

Hope this helps :)

Loz

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