Invoice integration and note creation
Connected Delivery Note guidance for invoice integration and note creation.
Create a Delivery Note while creating a new invoice
Create a Delivery Note while creating a new invoiceCreate the invoice and its optional delivery note in one supported save flow.
Open guide →GuideLeave Add Delivery Note unticked
Leave Add Delivery Note untickedSave an ordinary invoice without creating any Delivery Note record.
Open guide →GuideOpen the Delivery Note details modal on a new invoice
Open the Delivery Note details modal on a new invoiceUse the optional modal to prepare delivery data before the invoice is saved.
Open guide →GuideComplete Delivery Note fields on a new invoice
Complete Delivery Note fields on a new invoiceEnter every supported delivery field using the meanings defined in the module form and JavaScript.
Open guide →GuideUse These Details and save the invoice
Use These Details and save the invoiceUnderstand what the modal confirmation does before the final invoice submit.
Open guide →GuideCreate a Delivery Note from an existing invoice
Create a Delivery Note from an existing invoiceCreate the note after the invoice already exists.
Open guide →GuideUnderstand the Create or View Delivery Note invoice button
Understand the Create or View Delivery Note invoice buttonKnow how the dynamic invoice action decides whether to create or open a note.
Open guide →GuideUse View DN PDF from the invoice More menu
Use View DN PDF from the invoice More menuOpen the generated delivery-note PDF from the invoice’s existing actions menu.
Open guide →GuideUnderstand one active Delivery Note per invoice
Understand one active Delivery Note per invoiceUnderstand the model rule that prevents duplicate non-void notes.
Open guide →GuideCreate a replacement Delivery Note after voiding
Create a replacement Delivery Note after voidingUse the supported replacement branch when an unsigned note must no longer be used.
Open guide →GuideCreate a Delivery Note from the module form
Create a Delivery Note from the module formUse the invoice-linked create controller reached through the module’s invoice resolver.
Open guide →GuideUnderstand the customer billing address default
Understand the customer billing address defaultKnow how the create form composes the initial delivery address.
Open guide →GuideUnderstand Delivery Note invoice-payload isolation
Understand Delivery Note invoice-payload isolationExplain how module fields are prevented from entering the core invoice insert or update payload.
Open guide →GuideTroubleshoot a Delivery Note not created after invoice save
Troubleshoot a Delivery Note not created after invoice saveDiagnose the selected add-note branch without changing unrelated invoice or core files.
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