http://m.getsatisfaction.com/topics/7792395 delivery docket not invoice 2018-09-14T02:02:07Z 2018-09-13T22:20:53Z 7792395 http://m.getsatisfaction.com/topics/7792395 7792395 delivery docket not invoice 2018-09-14T02:02:07Z 2018-09-13T22:20:53Z Jan Douglas http://m.getsatisfaction.com/people/9790040 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11324275//platform/profilepic/_medium. jan_douglas 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 question complete 2 4 2 comment http://m.getsatisfaction.com/topics/7792395/replies/19755854 http://m.getsatisfaction.com/topics/7792395 19755854 Adrian responded to "delivery docket not invoice" 2018-09-13T22:39:50Z 2018-09-13T22:39:50Z Adrian http://m.getsatisfaction.com/people/6974554 https://www.gravatar.com/avatar/f9ab3a2a6168529052e12563c026ce23?d=identicon&s=55&r=PG adrian_6669289 Hello Jan<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />You can use Sales Orders for this.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />Create the sales order and set up a template for the sales order to be a delivery docket.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />Then the Sales order can be converted to an invoice.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />You may need to check the preferences in your file to turn on sales orders<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />Adrian<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /> 3 http://m.getsatisfaction.com/topics/7792395/replies/19756100 http://m.getsatisfaction.com/topics/7792395 19756100 Acctd 4 (Shaz) (Reckon Accredited Bookkeeper/Regd BAS Agent) responded to "delivery docket not invoice" 2018-09-14T02:02:07Z 2018-09-14T02:02:07Z Acctd 4 (Shaz) (Reckon Accredited Bookkeeper/Regd BAS Agent) http://m.getsatisfaction.com/people/4372472 https://graph.facebook.com/564477472/picture?type=normal acctd_4 Agree with Adrian.<br alt="" name="" rel="" target="" title="" type="" value="" />However, it will show as a "Sales Order" in the Customer's transactions though as this in the template/form used. 0