cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Want an expert to help you set up your QuickBooks Online? Find out how: Click here

Reply to message

View discussion in a popup

Replying to:
MaryLandT
Moderator

Reply to message

I can provide the form you need to generate a delivery receipt, amiel-uy-gmail-c.

 

In QuickBooks Online, you can use an estimate as a delivery note before sending a sales invoice to your customer. Then, you can convert it later to an invoice once paid.

 

Let me show you the process:

 

  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.
  5. Enter any other info you need.
  6. When you're ready, select Save and send.

Once you receive the payment, create an invoice.  Here's how to do it:

 

  1. Go to the Sales menu.
  2. Select the All Sales tab.
  3. Find the estimate.
  4. In the Action column, select Create invoice.
  5. Make any changes to update the invoice.
  6. Check the customer field and make sure the invoice is going to the right person.
  7. Make sure there's a Linked invoice link on the invoice. This shows the converted estimate. QuickBooks won't create a separate transaction.
  8. When you're ready, click Save.

Then, use the Receive payment function to record the payment.

 

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

View solution in original post