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1 reply

katherinejoyceO
Level 9
March 22, 2021

Hey there, @steveseaman-hotm. 

 

Thanks for your post. In QuickBooks Online, you can use an estimate as a delivery note. 

 

I've got you the steps to generate a delivery note/receipt:

 

  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, then enter any other necessary info.
  5. Click Save and send.

 

Here's an article that you may find useful in case you'll need to send an estimate and convert it to an invoice: Convert an estimate into an invoice in QuickBooks Online. 

 

Feel free to click the Reply button if you need anything else. I'll be right here to help.