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sales51
June 12, 2019
Solved

How to print delivery note without generating an invoice.

  • June 12, 2019
  • 2 replies
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Original commenter did not share additional details
Best answer by EmmaM

Hello Sales51

 

You can a print delivery note one of two ways either.

 

1.Go to the sales section >customers and put a tick in the box to the left of the date and hen go to batch actions and then print delivery note

2.go to sales>all sales>filter drop down>change type to invoices>change customer to specific one or leave at all depending on how many you need>change date range if you need>then you can tick to the left of the date a>go to batch actions>print delivery note

 

The first option is  best if you need to do one on a specific customer the other  option you can use if need to do for multiple.

 

Any questions let us know

 

Emma

2 replies

Rustler
Rustler
June 12, 2019

customize an estimate and use that

E
EmmaMAnswer
June 12, 2019

Hello Sales51

 

You can a print delivery note one of two ways either.

 

1.Go to the sales section >customers and put a tick in the box to the left of the date and hen go to batch actions and then print delivery note

2.go to sales>all sales>filter drop down>change type to invoices>change customer to specific one or leave at all depending on how many you need>change date range if you need>then you can tick to the left of the date a>go to batch actions>print delivery note

 

The first option is  best if you need to do one on a specific customer the other  option you can use if need to do for multiple.

 

Any questions let us know

 

Emma

C
climacento
March 23, 2022

Hello,

 Is it possible to customize quick books so that i can use a function by the name delivery notes.

 

Your quick response will be appreciated.

@EmmaM wrote:

Hello Sales51

 

You can a print delivery note one of two ways either.

 

1.Go to the sales section >customers and put a tick in the box to the left of the date and hen go to batch actions and then print delivery note

2.go to sales>all sales>filter drop down>change type to invoices>change customer to specific one or leave at all depending on how many you need>change date range if you need>then you can tick to the left of the date a>go to batch actions>print delivery note

 

The first option is  best if you need to do one on a specific customer the other  option you can use if need to do for multiple.

 

Any questions let us know

 

Emma

 

J
JamaicaA
March 23, 2022

Hi there, @climacento. I’d be glad to help you out with your delivery notes concern.


I’d like to clarify which specific page or part you’ve like to customise? I’d appreciate it if you include a screenshot so I can address your concern appropriately.


You’ll want to leave a comment below with additional details. Rest assured that we’re willing to assist you.

 

If you’re referring to customise a form style for the delivery note, yes, it’s possible.  You can modify your invoice template to look like a delivery note. 

 

Here's how:

 

  1. Go to the Gear icon.
  2. Under Your Company, select Custom Form Styles.
  3. Select New Style, and choose Invoice.
  4. In the Design tab, change the template name into Delivery Note.
  5. Click the Content tab, then change the Form name into Delivery Note.
  6. Click Done.

 

For more information about this, you’ll want to visit this article. It contains the steps for different versions of QuickBooks Online.


I’ve included this link you can check if you need help with importing custom form styles for invoices or estimates.


You can reach out to the Community or me at any time. I’ll be here to assist you if you require additional assistance with your delivery notes concern. Take care.

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