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Matthew Blakeley
Level 1

I want to print delivery note before it's an invoice.

Hey,

 

I want to print a delivery note from a sale to take with me when dropping the item with my customer. I can only print a delivery note on invoices, but I don't want to create an invoice until I have delivered the product and the customer is happy. They'll all start thinking i'm cheeky if I invoice before they have their goods. Is there a way around this? e.g. create a delivery note from an accepted estimate

 

Thanks

2 REPLIES 2
Rustler
Level 15

I want to print delivery note before it's an invoice.

you will either have to customize within QBO limitations an estimate to use as a delivery note

 

or print the invoice and a delivery note to take with you.  You can always void the invoice if things do not work out

John C
QuickBooks Team

I want to print delivery note before it's an invoice.

Hi Matthew

 

You could create a Delivery Note from an Estimate Template, simply change the name from Estimate to Delivery note and then once delivered accept the Estimate and then copy to invoice.

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