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objectables
Level 1

Service code on delivery note

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.

14 REPLIES 14
JamesDuanT
Moderator

Service code on delivery note

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!

 

 

objectables
Level 1

Service code on delivery note

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.

EdwardR
QuickBooks Team

Service code on delivery note

Hi objectables,

 

Thanks for getting back in touch. Smiley Happy

 

This could be a display issue what I would suggest doing is try using a different web browser to your standard. If you are still having trouble try Clearing your Cache and Cookies once you have done this close the web browser you are using and re-open, if this still doesn't work please also try using a Private Web browsing window.

 

Please let us know if there is anything else we can help with.

 

 

objectables
Level 1

Service code on delivery note

Hi EdwardR

 

I'll have a go with a different web browser, cheers.

 

 

JamesC
QuickBooks Team

Service code on delivery note

Let us know if this Doesn't work, we can come back in and look into further options.

 

Thanks,

sjcproject
Level 1

Service code on delivery note

Hi - I have the same problem as Derek.

I have followed the steps outlined and the item codes show on the invoice but not the delivery note. I have tried in a different browser and clearing cache but no luck. 

This is really important for our business, the warehouse we use cannot pick our orders without the item code, we will have to go back to using Xero. 

Can you help?

Thanks, 

Sarah. 

Kirsty
Level 2

Service code on delivery note

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 - 

EdwardR
QuickBooks Team

Service code on delivery note

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,

Kirsty
Level 2

Service code on delivery note

Hi Edward, 

 

 

The Screenshot is attached as requested 

 

 

KatieLou
QuickBooks Team

Service code on delivery note

Hi Kirsty,

 

Thank you for your message unfortunately the screenshot has not come through we would be grateful if you can please re-send it in a private message.

 

We look forward to hearing from you.

 

Kindest regards

 

Kirsty
Level 2

Service code on delivery note

Hi sorry i cannot seem to find the option of a private message so i have tried again to attach them here The Settings we have in place - on all the templates An example of what we need on our Delivery Note but without the Invoice Totals What we currently have when we run a Delivery Note

KatieLou
QuickBooks Team

Service code on delivery note

Hi Kirsty,

 

While we can customise sales forms in QuickBooks Online, customising the delivery note isn't available at this time. You can try saving your delivery note as PDF and look for a PDF editor to edit it.

 

For more information about delivery note, you can check this article on QuickBooks community page: Can I Create a Delivery Note or Bill of Lading?  https://community.intuit.com/articles/1769621-how-to-create-a-delivery-note-or-delivery-note

 

I'd recommend sending feedback straight to our Product Development Team. This will help them know where to focus on how to improve the product even better.

 

Here's how:

Click the Gear icon.
Choose Feedback.

 

Please do not hesitate to contact us if you require further information and we will gladly help.

 

Kindest regards

 

Kirsty
Level 2

Service code on delivery note

I Customised the Delivery Ticket during a trial in October as per the attached delivery note original.png

KatieLou
QuickBooks Team

Service code on delivery note

Hi Kirsty,

 

This feature is no longer available on QuickBooks as sometimes if some features are not used frequently by customers they can be removed by developers and other enhancements that are requested more frequently by QBO customers are added.

 

You can leave feedback to the developers as I explained in my previous email and also on the following link and other QBO customers can vote on your feedback suggestion which will help as the more votes the suggestion receives the more possibilities we have of the developers adding the feature in again: https://feedback.qbo.intuit.com

 

 

 

Kindest regards

 

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