delivery docket not invoice
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Jan Douglas
Member Posts: 1 ✭
I dont want the delivery docket to show as an invoice in the customer's file until I convert the delivery docket to an invoice - can this be done and show as a delivery docket
1
Comments
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Hello Jan
You can use Sales Orders for this.
Create the sales order and set up a template for the sales order to be a delivery docket.
Then the Sales order can be converted to an invoice.
You may need to check the preferences in your file to turn on sales orders
Adrian
3 -
Agree with Adrian.
However, it will show as a "Sales Order" in the Customer's transactions though as this in the template/form used.Shaz Hughes Dip(Fin) ACQ NSW, MICB
*** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***
* Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *
Accounted 4 Bookkeeping Services
Ballajura, WA
(NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
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