cancel
Showing results for 
Search instead for 
Did you mean: 
info808
Level 1

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

 
4 Comments 4
GraceC
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!

info808
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?

info808
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 

JoesemM
Moderator

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.

 

Need to get in touch?

Contact us