praveenb857
Level 1

Delivery loading sheet

 
GlinetteC
Moderator

Manage Your Account

Thanks for taking the time to post here in the Community, praveenb857.

 

To clarify, are you trying to generate a delivery sheet in QBO? If so, you can use an Estimate as a delivery receipt. You can then convert it to an Invoice later once paid. I'll walk you through the steps of creating an estimate.

 

Please check this out:

 

  1. Click + New, select Estimate.
  2. Select 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 and any other info you need.
  5. Click on Save and send.

I'm including this article about receiving invoice payments for your future reference.

 

If you're referring to something else, please do add them below. I'll be right here to keep helping.