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kevenalbert27
Level 2

How to create a delivery note?

 
1 Comment 1
jamespaul
Moderator

How to create a delivery note?

Hello, kevenalbert27.

 

I have the steps to help you create a delivery note. 

 

You can print or create a delivery note by going to the All Sales tab. Here's how:

 

  1. Go to Invoicing or Sales.
  2. Click the All Sales tab.
  3. Find the invoice or sales receipt you want to create a delivery note for. 
  4. Click the arrow icon under ACTION.
  5. Choose Print delivery note

 

deliverynote1.PNG

 

Note: In some QuickBooks Online versions, the Delivery note option is replaced with Packing slip instead. Though, both have the same function. 

 

More details can be found in this article: Create and print a packing slip.

 

After creating the delivery note, do you need help recording your customer payments? Check this article for the steps: Record invoice payments in QuickBooks Online.

 

You can also browse other articles in our general help page if you need help with a specific process. 

 

Here to help out again if you have more questions for QuickBooks Online. Do let me know if you have also concerns managing your customer transactions.