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Jul 21, 2024 7:54 PM UTC
Question

I cannot print a delivery note for a an estimate, that In converted into an invoice as the batch actions selection does not show "Delivery Note"...

I do need a real answer rather than a mesh of possible areas, that might fit

1 reply

Jul 21, 2024 9:52 PM UTC

Hi there, office-cosa-group. Let me provide some information about printing a delivery note for your estimates.

 

The option to print a delivery note for your estimate is unavailable since an estimate isn't considered a sales order. You can however print the delivery note once the estimate is converted to an invoice.

 

In addition, refer to this article to learn how to personalise and add specific information to your sales forms: Customise invoices, estimates, and sales receipts in QBO.

 

Reply to this post if you still have concerns about managing your sales forms. I'll always be available to assist you.