Delivery note

You need a delivery note when you hand finished products to a client and they need a waybill for their accounting. Like the CP, it is available on all plans: without a watermark from Pro on.

How it works

1. "Documents" → the "Delivery note" card. Click the card to set the prefix ("TN"), number, VAT, and whether to show the logo and signature.
2. Click "Create", choose a client (they become the "Consignee") and one or more orders: name, quantity and price are pulled in automatically.
3. The document has the standard delivery note fields: a table of No. / Name / Qty / Price / Amount, the supplier's bank details, and signature lines "Shipment authorized by" and "Goods received by".
4. If "Item breakdown" is on, the footer shows "Total items N" and the amount, which is handy for checking at shipment.
5. Save the PDF and the delivery note goes into the client's folder. You can download Word to edit it, or send it to the client by email or to the cloud.

You can also issue a delivery note "based on" an invoice: the client, items and totals carry over automatically, and the PDF prints "Basis: ...".

Frequently asked questions

Is the delivery note in the app? Yes, the delivery note as a PDF is available on the Pro plan.

What about UPD? It has its own article: UPD and marking codes.

If something goes wrong

The supplier details are empty: fill them in under "Documents → Company Details". There is a watermark on the PDF: your plan is below Pro.