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Level 1

How do I create a delivery note from a estimate or invoice?

 
4 Comments
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QuickBooks Team

How do I create a delivery note from a estimate or invoice?

Hello there, @info808.

 

At this time, a delivery note is available for the UK user. In the meantime, you can print a packing slip from the Customers page in QuickBooks Online.

 

Here's how:

  1. Go to Sales from the left menu, then select Customers.
  2. Click the customer's name to display a list of their transactions.
  3. From the Transaction List tab, select an invoice or a sales receipt for which you want to print a packing slip.
  4. Select the Batch actions drop-down.
  5. Hit Print packing slip.

Please refer to this article for more information about creating and printing a packing slip.

 

If you want to create your customer statements, here's the link: Create and view customer statements.

 

Please let me know if you have additional questions. I'll be around to help. Take care!

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Level 1

How do I create a delivery note from a estimate or invoice?

Hi 

 

I wish the template  to say Delivery Note not packing slip how do I change this?

Highlighted
Level 1

How do I create a delivery note from a estimate or invoice?

Hi 

 

I wish to have Delivery  Note not packing slip how do I change  the template 

Regards 

Highlighted
QuickBooks Team

How do I create a delivery note from a estimate or invoice?

The terms used in QuickBooks Online (QBO) differ between countries, @info808.

 

The Packing slip and Delivery note are just the same. In this case, there isn't an option to change the form to a delivery note from the packing slip

 

Also, I'm adding this article to help fix any printing issues in the future: Fix QuickBooks Online Printing Issues on Browsers for Windows

 

You can always get in touch with us here if you have questions. Take good care.

 

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