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AmielU
December 29, 2020
Solved

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

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

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.

6 replies

MaryLandT
MaryLandTAnswer
December 29, 2020

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.

    A
    AmielUAuthor
    December 30, 2020

    Thank you for this solution. 

    M
    MirriamM
    May 14, 2021

    Welcome to the thread, SharonG3905.

     

    In QuickBooks Online (QBO), you can import and design the custom form style for your estimates. From there, you can remove the Total on the imported file. 

     

    To import your custom form style, here's what you'll need to do:

    1. Map your template fields. 
    2. Save and upload your DOCX template. 
    3. Match your fields with QuickBooks fields. 
    4. Preview and confirm your style.

    For more details about this process, see this article: Import custom form styles for invoices or estimates.

     

    For future reference, visit this link on how you can turn an estimate into an invoice: Convert an estimate into an invoice in QuickBooks Online.

     

    If there's anything else you need help with in managing your sales forms, feel free to comment down below. I'm here for you. Have a great day ahead.

    H
    hsechampionstt
    May 30, 2021

    Hi - how do I create a delivery note? I tried using the procedure below but I am still not seeing the option to print delivery note under "batch actions"

     

    thank you.

     

    1. Click Sales, then choose Customers.
    2. Click to open the customer's profile, then go to the Transaction List tab.
    3. Choose an invoice.
    4. Click Batch actions, then click Print delivery note.
    DivinaMercy_N
    DivinaMercy_N
    May 30, 2021

    Let's get this sorted out, @hsechampionstt.

     

    I am here to provide some information about the delivery note option in QuickBooks Online (QBO). Printing a delivery note will vary depending on the region of the QBO you're using. Some appear as a Packing slip and some as a  Delivery note. They are just the same. To print this form, you'll just need to select this option under the Print or Preview button on the Invoice window or in the Batch action drop-down on the Customers screen.

     

    However, if you still can't see either of the two, I suggest accessing your QBO account in incognito mode. Missing options in QBO are sometimes caused by a corrupted or damaged cache and cookies on your browser. Below are the shortcut keys you can use: 

    • Google Chrome: press Ctrl + Shift + N 
    • Mozilla Firefox: press Ctrl + Shift + P
    • Microsoft Edge: press Ctrl + Shift + P
    • Safari: press Command + Shift + N

     

    Once signed in, print a delivery note (packing slip) again. You can perform the steps you've outlined above. You can also print it from the Invoice window:

    1. Go to the Sales menu.
    2. Choose Invoices.
    3. Look for the invoice and click it to open.
    4. Select the Print or Preview button and choose Print delivery note (Print packing slip). 

     

    If it works, you have to clear your browser's cache to have a clean slate. If not, I recommend using another supported browser.

     

    Then, to help you keep track of your client's transactions and the amount they need to pay, you can run any ready-made customer reports. To get started, simply go to the Reports menu and scroll down to the Who owes you section.

     

    If you have further questions about printing delivery notes in QBO, please post a response below. I am always available to help in case you need it. Take care. 

    T
    tkphua
    August 8, 2021

    Following…. 

    same situation. We need a DO generated, goods delivered, before we generate an invoice. From DO to invoice may be a week or two. 

    from your answers, they do not address the how. No, likewise we do not bring the invoice down, together with the DO. Deliveries are by 3rd party logistics at times. 

    thanks. 

     

     

    M
    Momenticize
    April 16, 2022

    Can this be done in Enterprise? How would be automate

    this on a phone or iPad for our delivery drivers?

    M
    Mark_R
    April 16, 2022

    Thank you for joining the thread, @Momenticize.

     

    At this time, there isn't an option to generate a delivery receipt automatically on a mobile phone or an iPad. 

     

    As a workaround, you can consider looking for a third-party app that can do it. As a workaround, go directly to this link and choose your country: https://quickbooks.intuit.com/app/apps/home/.

     

    You might also want to customise your sales forms to have greater look. You can check out this article for the detailed steps and information: Customise invoices, estimates, and sales receipts.

     

    Our doors are always open to help you again if you have any other concerns or follow-up questions. Have a pleasant day ahead, @Momenticize.

    L
    lindsey30
    February 19, 2024

    How do we track when products have been delivered to a customer? Is that what you use your delivery note for? We need a report that shows what products still need to be delivered.

    R
    RCV
    February 20, 2024

    Let me share some information about delivery notes and a report that shows what products still need to be delivered, lindsey30. 

     

    A delivery note is a document that contains item, quantity, and other important shipping information when shipping goods to your customers. We can print a delivery note in QuickBooks Online (QBO) by following the steps below: 

     

    1. Go to Customers & leads and select Customers (Take me there).
    2. Choose the customer's name to display a list of their transactions.
    3. From the Transaction List tab, select the box next to each invoice or sales receipt for which you want to print a Delivery Note.
    4. Select the Batch actions dropdown, then tap Print delivery note.
    5. The print preview screen will open so you can select printing options, preview, and print.

     

    The option to generate a report that shows what products still need to be delivered is unavailable in QBO. However, we can the “Sales and customers” group of reports to see your sales by products and services balance, 

     

    • Sales by Product/Service Summary: Your total sales for each product and service.
    • Sales by Product/Service Detail: Your sale transactions by product or service.

     

    To see your best sellers, what’s on hand, the cost of goods, and more, you can check out this article: Use reports to see your sales and inventory status. I've also included these articles for more details about reporting:

     

     

    Additionally, you can also check our resources page for the list of articles you can use while doing business with us: Browse all Articles for your QuickBooks Product.

     

    Don't hesitate to post again here if you have other questions or concerns with QuickBooks tasks and navigations. I'm always around and happy to help. Take care and stay safe!

    9130 3548 5117 2866
    December 24, 2024

    This was not a clear solution to generate Delivery Note. QuickBooks should be able to generate Deliver Note. Currently you can generate Packing List which is different, a Packing List doesn't necessarily indicate delivery confirmation like a Delivery Note does.

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