How to print delivery note without generating an invoice.

customize an estimate and use that

Hello,

 Is it possible to customize quick books so that i can use a function by the name delivery notes.

Your quick response will be appreciated.

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@EmmaM wrote:

Hello Sales51

 

You can a print delivery note one of two ways either.

 

1.Go to the sales section >customers and put a tick in the box to the left of the date and hen go to batch actions and then print delivery note

2.go to sales>all sales>filter drop down>change type to invoices>change customer to specific one or leave at all depending on how many you need>change date range if you need>then you can tick to the left of the date a>go to batch actions>print delivery note

 

The first option is  best if you need to do one on a specific customer the other  option you can use if need to do for multiple.

 

Any questions let us know

 

Emma

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Hi there, @climacento. I’d be glad to help you out with your delivery notes concern.

I’d like to clarify which specific page or part you’ve like to customise? I’d appreciate it if you include a screenshot so I can address your concern appropriately.

You’ll want to leave a comment below with additional details. Rest assured that we’re willing to assist you.

If you’re referring to customise a form style for the delivery note, yes, it’s possible.  You can modify your invoice template to look like a delivery note. 

Here's how:

1. Go to the Gear icon.
2. Under Your Company, select Custom Form Styles.
3. Select New Style, and choose Invoice.
4. In the Design tab, change the template name into Delivery Note.
5. Click the Content tab, then change the Form name into Delivery Note.
6. Click Done.

For more information about this, you’ll want to visit this article. It contains the steps for different versions of QuickBooks Online.

I’ve included this link you can check if you need help with importing custom form styles for invoices or estimates.

You can reach out to the Community or me at any time. I’ll be here to assist you if you require additional assistance with your delivery notes concern. Take care.

I have tried using Custom Form with Form Type of Invoice as a possible solution to customise a delivery note but it still shows the VAT summary in the bottom third. 

Delivery notes need to NOT have sensitive pricing information on them. 

I have tried using the normal quickbooks 'print delivery note' but there are no fields which say:

Received by (Signature):

Print Name:

Date:

This is a basic requirement as proof of delivery.

Suggestions Please.

Also, it would be nice to be able to add our logo! ;)

Thanks

Thanks for joining this thread, Happychat.

You can utilise the Custom form style without generating the VAT summary. I'll walk you through the complete steps to accomplish this task.

1. Go to the Gear icon and select Custom form styles.
2. Select the template you made. Or, you can create a new one by selecting the New style drop-down arrow.
3. In the Design tab, click Make logo edit to add a logo.
   
4. In the Content tab, untick the VAT summary box.
   
5. Hit Done to reflect the changes.

When using print delivery note, you can use a third-party application to make the other fields available. To find the right apps, you can follow the steps below. 
 

1. Go to this link: QuickBooks Apps.
2. You can select a specific category under the Categories section.
3. Then, make sure to review the key benefits and FAQs.
4. Once done, click the Get app now button.

When uploading logo, there are requirements you need to meet. Visit this article for more tips: Remember, the logo should be. 

Please let me know  if you have more concerns about printing forms and other things related to QuickBooks. Take care and stay safe.

Option to print delivery note is greyed out

It's a pleasure to have you here, @khs. The delivery note contains items, quantity, and essential shipping information for customer shipments. You can print this document for invoices and sales receipts.

If the option to print your delivery note is greyed out after selecting an invoice or sales receipt, let's open your account and do it again using an incognito window. An accumulation of historical data can lead to unexpected behaviors. 

Here are the following keyboard shortcuts you can use:

• Google Chrome and Microsoft Edge: Ctrl+ Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Safari: Command + Option + P
   

After printing, return to your regular browser and clear the cache to ensure a clean start. Alternatively, consider utilizing other supported browsers installed on your system.

If you choose an estimate, unbilled income, credit notes, and payments, the functionality to print delivery notes isn't possible. That said, I recommend sending feature requests to our product engineers. They'll thoroughly review your idea and may consider it for future updates. 

To send your suggestions:

1. Go to the Gear icon. Click Feedback.
2. Enter your feature recommendations, then Next.
    

Furthermore, you can send your customer a statement to provide comprehensive details of their associated invoices, payments, and outstanding balances in QuickBooks Online.  

After completing the troubleshooting steps, you can print the delivery note successfully so your customers can get a copy. If further assistance is needed, feel free to reach out. Have a good one, @khs!