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uservapezoomalaysia
Level 1

How can I can edit the Delivery Notes form at the Batch Actions since the template are not that friendly user to my customer

 
3 Comments 3
Rea_M
QuickBooks Team

How can I can edit the Delivery Notes form at the Batch Actions since the template are not that friendly user to my customer

Let me share details about the Delivery Notes feature in QuickBooks Online (QBO), @uservapezoomalaysia. This way, you're able to manage your transactions accordingly.

 

For the time being, you're only able to print the default Delivery Notes template through the Batch actions option in the All Sales menu. To do this, here's how:

  1. Go to the Sales menu.
  2. Select the All Sales tab.
  3. Choose all the transactions you want (i.e., Invoice and Sales Receipt) to print a delivery note for.
  4. Click the Batch actions drop-down and select the Print delivery note.
  5. On the Print page, click the Printer icon to print.

 

I've attached screenshots below for your reference.

83.PNG 84.PNG

 

Just a heads up, in some QBO versions, the Delivery note option is replaced with a Packing slip instead. Though, both have the same function. You can check out this article to know more about the Packing slip feature: Create and print a packing slip.

 

After printing your delivery note, do you need help recording your customer payments? If so, you can refer to this article for the step-by-step guide: Record invoice payments in QuickBooks Online.

 

Also, I'm adding this article to further guide you in monitoring your business growth using QBO: QuickBooks Help Articles. It includes topics about taxes, banking, and managing customers and income, to name a few.

 

If you have other concerns about managing your sales transactions, please don't hesitate to drop a comment below. I'll be glad to help. Take care and stay safe always.

ShaneM
Level 1

How can I can edit the Delivery Notes form at the Batch Actions since the template are not that friendly user to my customer

Good day

 

There are no boxes at the bottom of the delivery note for the name of the person receiving the delivery, no signature box and no date box. Can this be added please

Rasa-LilaM
QuickBooks Team

How can I can edit the Delivery Notes form at the Batch Actions since the template are not that friendly user to my customer

Welcome back to the Community, ShaneM.


We always welcome our customers’ suggestions when enhancing QBO features. I encourage you to let our product engineers know you'd like the option to add the signature and date boxes in the delivery note. Ideas like this are helpful in identifying what we need to improve for consideration in future enhancements.


To send feedback:

 

  1. Press the Gear icon at the top to choose Feedback under Profile.
  2. This will open a screen where you can enter your suggestion.
  3. Hit Next to submit.

Let me share this link to keep you in the loop about the latest product enhancements and features added to QuickBooks. Click here to view the complete guide.

 

Additionally, this article contains answers to common questions about the product. It contains steps on how to accomplish each task: Made for you, Quick-Look FAQ.


Feel free to leave a comment for me below if you have further questions. I’ll be around to answer them for you. Wishing you and your business continued success.