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
Navigate to Documents - Delivery notes
Click on on the + icon or on New delivery note button
Select a client, item and all other data and press Save
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.