Create a Delivery Note from the module form

Use the invoice-linked create controller reached through the module’s invoice resolver.

What this guide covers

Use the invoice-linked create controller reached through the module’s invoice resolver. This guide follows the supplied Delivery Note module’s live hooks, controller actions, model rules, views and stored side effects.

Exact step-by-step process

1. Start from the invoice because the create form requires an invoice ID.
2. Open the Create Delivery Note action.
3. Review the right-hand Invoice Snapshot panel.
4. Complete the form and save.
5. Open the new note from the success redirect.

Fields, choices and supported possibilities

• Invoice ID and number
• Client company and invoice total shown for context
• Delivery date, method, delivered by, tracking, recipient, email, address and notes

Code-backed validations and workflow rules

• There is no free-standing create button that creates a note without an invoice.
• The create controller builds its form from `invoice_snapshot(invoiceId)`.
• The source invoice ID is determined by the route and is not an editable form field.

Expected result and verification

• The note is created against the intended invoice with an immutable creation-time snapshot.

Checks, security and troubleshooting

• Reject any workflow that asks users to type an arbitrary invoice ID into a hidden or unsupported field.

Related Delivery Note guides