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usermandy
Level 1

Hello, how can we print delivery notes? ( option is not shown under customer / batch actions)..

 
5 Comments 5
JenoP
QuickBooks Team

Hello, how can we print delivery notes? ( option is not shown under customer / batch actions)..

Let's make sure that you're able to print the Delivery Note in QuickBooks Online, usermandy.

 

The batch actions you can do Customer tab are creating statements, sending emails, and inactivating customers. You can proceed to the All Sales tab where you can print the Delivery Note. Please take a look at the screenshot below for additional reference. 

 

You'll also want to check out this article just in case you want to add more customisation to your sales transactions: Customise Invoices, Estimates, And Sales Receipts In QuickBooks Online.

 

The Community is always here if you need anything else. 

 

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usermandy
Level 1

Hello, how can we print delivery notes? ( option is not shown under customer / batch actions)..

Hi JenoP,

 

thank you very much for your answer. 

Unfortunatly Delivery Note option is not shown to me under All Sales - batch actions. 

Please see screenshot. Do you have any idea why?

Rose-A
Moderator

Hello, how can we print delivery notes? ( option is not shown under customer / batch actions)..

I can share some details about why the delivery note is not an option in your QuickBooks Online and provide you an alternative way to get the information you need, usermandy.

 

The Delivery Note button is available for UK accounts. However, if you're seeing the Packing Slip under All Sales - Batch actions, you can choose that option since these features are the same.

 

 

The packing slip will print the same information as the delivery note does. See the sample screenshot below.

 

 

The Sales page lets you see your transaction statuses. You can also view, create, and edit activities from within the page. To learn more about this menu, go through this article: View Sales Transactions.

 

If you still need help with printing delivery note/packing slip or anything in QuickBooks Online, please let me know. I'll be around to keep helping.

Donielle
Level 1

Hello, how can we print delivery notes? ( option is not shown under customer / batch actions)..

I am looking to do something similar with Quickbooks Point of Sale.

I would like to print a packing slip and delivery ticket with my invoice (or sales receipt)

This way in my store I can

1)give my yard guy a packing slip (so he knows what material needs to be packed in the truck) which he  then hands back into the store so we know that all materials were available and have been packed.

2) give a delivery note to my truck driver so he can have the customer sign that they received the material on the truck. 
Is this possible??

AileneA
QuickBooks Team

Hello, how can we print delivery notes? ( option is not shown under customer / batch actions)..

Hello, Donielle. 

 

Thank you for reaching out to the Community. The option to print Packing Slip is available in QuickBooks Online. You'll need to mark-check the transactions and under Batch actions drop-down and choose Print packing slip.  

 

However, the option to add delivery note and signature by customer is not possible. I know the importance of having this kind of feature. I'll make sure to tap this to our developer's team. This way, adding delivery note and signature by customer to invoices or sales receipt might be given a chance to be included in the next product updates.

 

In the meantime, you may consider utilizing a third-party app that integrates with QuickBooks Online. 

 

You may want to consider visiting our QuickBooks Blog. From there, you can see the future developments and the latest news about QuickBooks and what our Product Care Team is working on.  

  

Please continue to post here in the Community if you have further concerns about QuickBooks. Stay safe!