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AmielU
Level 1

Can I generate a Delivery Receipt or Delivery Note before sending Sales Invoice to my Customer?

Our procedure is we generate or send Delivery Receipt or Delivery Note to our customer then issue Sales Invoice upon customer payment.
Solved
Best answer December 29, 2020

Best Answers
MaryLandT
QuickBooks Team

Can I generate a Delivery Receipt or Delivery Note before sending Sales Invoice to my Customer?

I can provide the form you need to generate a delivery receipt, amiel-uy-gmail-c.

 

In QuickBooks Online, you can use an estimate as a delivery note before sending a sales invoice to your customer. Then, you can convert it later to an invoice once paid.

 

Let me show you the process:

 

  1. Click + New,  select Estimate.
  2. Choose a customer from the Customer drop-down.
  3. Set the  Estimate Date and the Expiration Date.
  4. Enter the products and services you plan to sell.
  5. Enter any other info you need.
  6. When you're ready, select Save and send.

Once you receive the payment, create an invoice.  Here's how to do it:

 

  1. Go to the Sales menu.
  2. Select the All Sales tab.
  3. Find the estimate.
  4. In the Action column, select Create invoice.
  5. Make any changes to update the invoice.
  6. Check the customer field and make sure the invoice is going to the right person.
  7. Make sure there's a Linked invoice link on the invoice. This shows the converted estimate. QuickBooks won't create a separate transaction.
  8. When you're ready, click Save.

Then, use the Receive payment function to record the payment.

 

Feel free to click the Reply button if you need anything else. I'll be right here to help manage your customers in QuickBooks.

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8 Comments
MaryLandT
QuickBooks Team

Can I generate a Delivery Receipt or Delivery Note before sending Sales Invoice to my Customer?

I can provide the form you need to generate a delivery receipt, amiel-uy-gmail-c.

 

In QuickBooks Online, you can use an estimate as a delivery note before sending a sales invoice to your customer. Then, you can convert it later to an invoice once paid.

 

Let me show you the process:

 

  1. Click + New,  select Estimate.
  2. Choose a customer from the Customer drop-down.
  3. Set the  Estimate Date and the Expiration Date.
  4. Enter the products and services you plan to sell.
  5. Enter any other info you need.
  6. When you're ready, select Save and send.

Once you receive the payment, create an invoice.  Here's how to do it:

 

  1. Go to the Sales menu.
  2. Select the All Sales tab.
  3. Find the estimate.
  4. In the Action column, select Create invoice.
  5. Make any changes to update the invoice.
  6. Check the customer field and make sure the invoice is going to the right person.
  7. Make sure there's a Linked invoice link on the invoice. This shows the converted estimate. QuickBooks won't create a separate transaction.
  8. When you're ready, click Save.

Then, use the Receive payment function to record the payment.

 

Feel free to click the Reply button if you need anything else. I'll be right here to help manage your customers in QuickBooks.

View solution in original post

AmielU
Level 1

Can I generate a Delivery Receipt or Delivery Note before sending Sales Invoice to my Customer?

Thank you for this solution. 

nazzim
Level 1

Can I generate a Delivery Receipt or Delivery Note before sending Sales Invoice to my Customer?

We are about to subscribe to Quickbooks online, but we have one problem. Most of our customers are retailers, and once they make a sale, they send their customers to our warehouse to collect material. At this point, we have to create a delivery note, but we can not include the price in the "Estimate" solution which you have provided. I want to know what are options we can use to create a Delivery Note without any mention of the price and later make an invoice referring to the same Delivery Note?

JonpriL
Moderator

Can I generate a Delivery Receipt or Delivery Note before sending Sales Invoice to my Customer?

Hello @nazzim,

 

You can customise the estimate template so it can be the appropriate document you can give to your customers. Let me show you how.

  1. Go to the Gear icon.
  2. Under YOUR COMPANY, select Custom form styles.
  3. Select New style.
  4. Click Estimate.
  5. Enter the name of your new template.
  6. On the Content tab, select the upper portion of the estimate template.
  7. Type in Delivery Note as the name of your new form template.
  8. Select the middle portion of your estimate template.
  9. Remove the checkmark on Rate and Amount.
  10. Click Done.

In addition, here's an article you can read to learn more about customising your sales form template: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Once done, you can use the recently created template and send it to your customers by following the steps shared by my colleague above.

 

Lastly, I've also included this reference for the different methods you can use in accepting payments from your customers: Record invoice payments in QuickBooks Online.

 

If there's anything else that I can help you with, please let me know by leaving any comments below. I'll be here to lend a hand.

eekie75
Level 1

Can I generate a Delivery Receipt or Delivery Note before sending Sales Invoice to my Customer?

How do you do this on the app?

Adrian_A
Moderator

Can I generate a Delivery Receipt or Delivery Note before sending Sales Invoice to my Customer?

Hi there, eekie75.

 

The option to customise a template on a QuickBooks Online mobile app is unavailable. However, you can log in on a web browser using your mobile and modify it from there.

 

I've added this article that has detailed information in customising forms:  Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

I'll be around if there's anything that I can help. Keep safe!

eekie75
Level 1

Can I generate a Delivery Receipt or Delivery Note before sending Sales Invoice to my Customer?

the selection on mobile devices is not reactive on browsers. IOS and android.

MaryJoyD
QuickBooks Team

Can I generate a Delivery Receipt or Delivery Note before sending Sales Invoice to my Customer?

Hello, @eekie75.

 

Yes, you’re right. There’s a bit of difference between the mobile app and the web version of QuickBooks. Our mobile apps are designed to optimize touch interaction and essential on-the-go workflows.

 

You can manage your customers by creating invoices, estimates, and many more. 

 

For more information about the feature available on mobile devices, you can check out this related article: Compare mobile app features.

 

More features are added often, so I encourage you to visit the QuickBooks Blog to check for new updates and functions that we have. 

 

Let me know if there's anything that I can be of help with your QBO mobile app and or anything else. I'm always here to help. Have a great rest of the day!