Skip to main content

Create a delivery note

A delivery note accompanies a shipment and lists the items being delivered - without prices or taxes.

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.

Did this answer your question?