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O
objectables
June 11, 2018
Question

Service code on delivery note

  • June 11, 2018
  • 1 reply
  • 0 views

Hi, can anyone tell me if it is possible to include a service code on delivery notes.

Also is there any way of removing our bank account details from the footer of the Delivery note. I am sure there must be a simple answer.

Thanks in advance.

1 reply

J
JamesDuanTQuickBooks Team
QuickBooks Team
June 11, 2018

Let me provide you the simplest answer to your concern, objectables.

 

We can customise the Standard template which affects the delivery note. Here's how:

 

1. In the upper-right corner, click the Gear icon (⚙) and select Custom Form Styles.

2. Look for the Standard template and click Edit.

3. Go to the Content tab and click the 2nd section (Table).

4. Under COLUMNS, put a check mark in the Item Code box.

5. Click the 3rd section (Footer).

6. Remove your bank account information in the Add payment details and footers field.

7. Click Done.

 

If you haven't entered service codes for your items, here's how to do it:

 

1. On the left panel menu, click Sales and go to the Products and Services.

2. Choose an item and click Edit.

3. Enter the information in the Item/Service code field.

4. Click Save and close.

 

Now, you can go back to your sales receipt or invoice and print the delivery note.

 

If you need anything else, feel free to drop by. Thanks!

 

 

O
objectablesAuthor
June 11, 2018

Hi James,

Thanks very much.

I had already done all these steps but no luck with the delivery note. The info comes upon as expected on the actual invoice but when I choose the delivery note option it just has name, description and quantity even though the template has Item Code selected.

Also I had already made a template with no bank details in the footer and have chosen this in the customise drop down menu, but when i click print preview and choose delivery note the account details still appear.

I must be doing something wrong.

Not sure what though.

E
EdwardR
December 6, 2018

We are having the same Issue as above - when raising a delivery note the only columns that seem to activate are the date, description columns and the quantity.

 

We Need the Product/Service as well 

 

on a Previous set up we had this and it was just to our specifications but now no matter what i try it does not work. 

 

The attached is the type of layout that we need - without the invoice totals

 

The Footer also will not show on the Delivery ticket - 


Hello Kirsty,

 

Thanks for your post.

 

Could you please send me a screenshot of your invoice settings I have included steps below to get you to the screen we would need to see.

 

  1. Select 'Cog Wheel' top right of your dashboard
  2. Select Custom Form Styles
  3. Now you should see a form type set as 'Master'
  4. Select 'Edit'
  5. Next select 'content' on the top menu and click on the image on the right where it shows the items

The Delivery note should reflect the information contained on this section once we have screenshot if this is selected I can see what could possibly be causing the issue.

 

Thanks,

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