Create delivery note

Create a new delivery note or from other documents

Updated over a week ago

You can create a delivery note and send it to your client. It can be created from any document, or you can create a brand new delivery note as well.

There are no prices and tax saved with a delivery note - that means it's not possible to create other documents (such as invoices or quotes) from a delivery note. There's a workaround for you if you'd like to create Delivery notes and Invoices: create a Purchase order as your first document. You can create delivery notes, invoices and quotes/estimates from a purchase order anytime later.

Hint: If you need to create Packing slips, you can change the name of the delivery note. Navigate to Settings – Template design & settings, choose Template adjustments and then Custom labels. Change the Delivery note and Delivery note No. to Packing slip.

Create a new delivery note

Create a delivery note from a previous document

MOBILE APP

  • Select an document

  • In the lower black bar select ... and a menu appears

  • Select Create delivery note

  • A new delivery note with all information from the document (besides prices and tax) is created and you can edit it

  • Press Save

WEBSITE

  • Select a document and display a preview

  • Click on the Create button and select Create delivery note 

  • A new delivery note with all information from the document (besides prices and tax) is created and you can edit it

  • Click Save when ready

Note: The information about a creation of a delivery note appears in the Timeline.


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