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amandac@iwater.c
Level 1

How do I add a place for the recipient to sign and put the date on the delivery note

 
1 Comment 1
Angelyn_T
QuickBooks Team

How do I add a place for the recipient to sign and put the date on the delivery note

Hi there Amanda.

 

We won't be able to customize the delivery note in QuickBooks Online (QBO). However, you can use a third-party tool that supports the process of adding a place for the recipient signature and date.

 

Once done, you can print the delivery note from the customer's transactions list.

 

  1. Sign in to your QBO account.
  2. Click on Sales at the left pane, then tap on Customers.
  3. Select the customer's name to display a list of their transactions.
  4. From the Transaction List tab, mark the box next to each invoice or sales receipt for which you want to print a delivery note.
  5. Tap the Batch actions drop-down, then choose Print delivery note.
  6. The print preview screen will open so you can select printing options, preview, and print.

 

Aside from that, you can also send your customers a summary of their invoices, payments, credits, and balances. Open this link to learn more: Create and send customer statements in QuickBooks Online.

 

If you have any other questions about the delivery note and other customer transactions, let me know by adding a comment below. I'm more than happy to help. Keep safe!