Create a new delivery note (website only)
Go to Documents - Delivery notes
Click the + icon or New delivery note
Select a client, add items, and fill in all details
Click Save
Create a delivery note from an existing document
Mobile app
Open the document (invoice, estimate, or pro-forma) you want to create a delivery note from
Swipe up the action bar
Tap Create delivery note
A new delivery note is created with the item details (no prices or taxes) from the original document
Edit if needed and tap Save
Website
Open the document and view the preview
Click the Create button and select Create delivery note
Edit if needed and click Save
Note: It is not possible to create an invoice, quote, or other documents from a delivery note, because it does not contain prices or taxes. If you need both a delivery note and an invoice, create a Purchase order first and generate both from there.
Tip: To use Packing slip instead of Delivery note as the label, go to Settings - Template design & settings - Custom labels and rename the document.
Didn't find what you were looking for? Contact our support team and we'll sort it out for you.
