Delivery notes
A delivery note goes with the goods. The customer signs it to confirm what arrived. It records quantities only; the money is on the invoice.
Making one
- Open the invoice and choose More > Delivery note: the lines are copied for you. Or open Sales > Delivery notes and choose New delivery note.
- Check the quantities: for a part delivery, reduce them or remove lines.
- Add the vehicle, driver, contact person and address (blank uses the customer's address).
- Print two copies: one stays with the customer, the other comes back signed.
Tracking it
- Mark dispatched when the vehicle leaves.
- Mark delivered when it arrives, with the name of the person who received it.
- Void a delivery note made by mistake.
A draft can still be edited; once dispatched it can't.