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Dear QuickBooks Improving Dept.
I don't understand why you still not generating delivery Note in Customer transaction . it should be same as payment and invoice option .
we have to record this in our transaction . if we generate batch only then it will not be saved to customer ledge
PLEASE add this option , professionally working means delivery note should be there
regards
Thanks for sharing your thoughts, @alpha2017.
I recognize the need to add delivery notes to customer transactions. I appreciate your valuable input.
I'd be glad to share this request with our developers so that it can help others too. In the meantime, I encourage you to submit your suggestions to our product developers, so they'll be able to include this in their next product update.
Here's how you can send feedback:
You can also check the status of your request through this link: QuickBooks Online Customer Feedback.
Meanwhile, QuickBooks Online offers a functionality that allows us to generate or print a packing slip instead of a delivery note. A packing slip serves a similar purpose to a delivery note, as it includes essential shipping details such as items, quantities, and other pertinent when shipping goods to our customers.
To create or print a packing slip, follow these steps:
For more information, check out this article: Create and print a packing slip.
Moreover, if you need to record an invoice payment, please refer to this article: Record invoice payments in QuickBooks Online.
Feel free to click the Reply button if you need assistance creating a delivery note. I'll be right here to help manage your customers in QuickBooks.
Your solution is useless , My concern is to record the delivery note in statement not print the packing list .
and your add on solution for making feedback is also disappointed as i have done many before but nothing from QuickBooks is done . they don't care to take customers noted into consideration and make app improvement
thank you for your response
It isn't the experience we want you to have, @alpha2017. I'll share details and other options to help you save and record a delivery note in a transaction or statement inside QuickBooks Online (QBO).
Before anything else, please know that a Delivery Note in other regions is also known as a Packing Slip. The document includes items, quantities, and essential shipping information for shipping goods to customer.
A way to keep a record of this is to download the delivery note and add it as an attachment in a transaction inside QBO. We'll gladly write down the steps to get you going:
Once done, you'll want to attach the delivery note inside a customer's transaction. If you wish to have it automated, save the delivery note inside a statement, and do it by batch, consider utilizing a third-party app to complete this task. You can visit our official QuickBooks App Store to help you find an app: https://quickbooks.intuit.com/app/apps/home/en-global/
In addition, here's an article to help you create personalised sales forms inside the program: Customise invoices, estimates, and sales receipts in QuickBooks Online.
You can visit the Community space or comment below if you need further assistance handling customer transactions or have additional QuickBooks-related concerns. As always, we'll be here to help you out again.
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