Shipping and delivery notes for an invoice
Record where and how an invoice is delivered, set the shipping status, assign a delivery person, track it in Shipments, and print the delivery note.
In this video
- Add shipping details to an invoice
- Print the delivery note
- Track shipments in one list
Step by step
- Open the invoice from the sales list.
- Add the shipping details: the address, the status and the delivery person.
- Save, then open Shipments to track every delivery in one list.
- Print the delivery note for the driver.
Why it matters
A delivery note is the proof of what was handed over, separate from the invoice that asks for money. Tracking each shipment's status shows which orders are packed, on the way or delivered, and a signed note settles any later argument about quantities.
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