Understand the Create or View Delivery Note invoice button
Know how the dynamic invoice action decides whether to create or open a note.
Exact navigationAdmin Area → Invoices → Open invoice
What this guide covers
Know how the dynamic invoice action decides whether to create or open a note. 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
- Open an invoice.
- Wait for the injected Delivery Note action.
- When no active note exists, select Create Delivery Note and complete the form.
- When an active note exists, select View Delivery Note to open it.
- Use the separate PDF action when it is shown.
Fields, choices and supported possibilities
- Invoice ID detected from page configuration, URL, data attributes or invoice links
- Metadata endpoint returns exists, reference, status, view URL and PDF URL
- Button label/action changes from Create to View
Code-backed validations and workflow rules
- The script avoids inserting duplicate buttons.
- It observes dynamic invoice layouts and AJAX refreshes.
- The button depends on module enabled, invoice UI enabled and relevant capability/access.
- A void note is excluded by the active-note lookup, so the button can return to Create.
Expected result and verification
- The invoice presents the correct delivery action for its current active-note state.
Checks, security and troubleshooting
- If the action is missing, verify permissions and options before changing templates.
Stay within the supported flowDo not force database values, expose secure tokens, bypass permission checks, replace a stored signature or invent a status or interface that the supplied code does not implement.