Use These Details and save the invoice

Understand what the modal confirmation does before the final invoice submit.

What this guide covers

Understand what the modal confirmation does before the final invoice submit. 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. Complete the modal.
2. Select Use These Details.
3. Check that Add Delivery Note is now selected.
4. Review the invoice and delivery details together.
5. Submit the invoice once.
6. Follow the saved-invoice Delivery Note action to verify the result.

Fields, choices and supported possibilities

• Modal values are copied to hidden fields
• Checkbox state authorises note creation
• Invoice submit remains the single persistence action

Code-backed validations and workflow rules

• Use These Details does not create the note by itself.
• The module captures its values and strips them from the invoice data before core invoice persistence.
• The note is created only after the invoice-add hook receives the new invoice ID.

Expected result and verification

• One invoice and, when selected, one linked open Delivery Note are created without contaminating the core invoice payload.

Checks, security and troubleshooting

• Avoid repeated submits; verify the resulting invoice and note before retrying.

Related Delivery Note guides