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Delivery Notes

A Delivery Note records the dispatch or delivery of goods to a customer. It acts as proof of shipment and is typically shared with the customer at the time of delivery.

Creating a Delivery Note​

You can create a Delivery Note in two ways:

  1. Open an existing Sales Order.
  2. Click Convert > Delivery Note.
  3. Review the items and quantities — adjust if delivering a partial order.
  4. Click Save.

Creating Directly​

  1. Go to Transactions > Delivery Notes.
  2. Click New Delivery Note.
  3. Select the Customer.
  4. Add the items being delivered with quantities.
  5. Click Save.

Converting a Delivery Note to an Invoice​

Once goods are delivered, you can raise an invoice:

  1. Open the Delivery Note.
  2. Click Convert > Invoice.
  3. All details from the delivery note are pre-filled in the invoice.
  4. Add the Invoice Date, verify pricing, and click Save.

Printing and Sending​

  • Click Print to generate a PDF copy of the Delivery Note to send with the shipment.
  • Click Send to email the delivery confirmation to the customer.

Delivery Note Status​

StatusMeaning
OpenDelivery recorded, not yet invoiced
ConvertedAn invoice has been created from this delivery note
ClosedManually closed