Hello @nazzim,
You can customise the estimate template so it can be the appropriate document you can give to your customers. Let me show you how.
- Go to the Gear icon.
- Under YOUR COMPANY, select Custom form styles.
- Select New style.
- Click Estimate.
- Enter the name of your new template.
- On the Content tab, select the upper portion of the estimate template.
- Type in Delivery Note as the name of your new form template.
- Select the middle portion of your estimate template.
- Remove the checkmark on Rate and Amount.
- Click Done.
In addition, here's an article you can read to learn more about customising your sales form template: Customise invoices, estimates, and sales receipts in QuickBooks Online.
Once done, you can use the recently created template and send it to your customers by following the steps shared by my colleague above.
Lastly, I've also included this reference for the different methods you can use in accepting payments from your customers: Record invoice payments in QuickBooks Online.
If there's anything else that I can help you with, please let me know by leaving any comments below. I'll be here to lend a hand.
