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A
alpha2017
July 2, 2024
Question

NO delivery Note is saved or available

  • July 2, 2024
  • 1 reply
  • 0 views

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 

 

 

1 reply

L
LollyNino_C
July 2, 2024

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:

 

  1. Go to the Gear icon at the top.
  2. Click Feedback.
  3. Type your suggestion in the box and tap Next.

 

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:

 

  1. Go to Customer & Leads and select Customers.
  2. Choose the customer's name to see their transactions.
  3. On the Transaction List tab, tick the box next to each invoice or sales receipt for which you want to print a Packing Slip.
  4. Click the Batch Actions dropdown and select Print packing slip.
  5. The print preview screen will open, allowing you to choose printing options, preview, and print.

 

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.

A
alpha2017Author
July 2, 2024

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 

K
Kurt_M
July 2, 2024

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:

 

  1. Sign in to your QuickBooks Online company.
  2. Access the delivery note by selecting transactions in the Customers page.
  3. Click the Dropdown arrow beside the transactions and then click Print delivery note.
  4. Instead of printing the delivery note click the Save icon.
  5. Enter the file name and then click the Save button.

 

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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