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PhilBut
Level 1

How do i print a delivery note before raising an invoice?

 
1 REPLY 1
JamesDuanT
Moderator

How do i print a delivery note before raising an invoice?

To generate and print a delivery note, it is necessary to first create an invoice, PhilBut.

 

Alternatively, you can create an estimate and share it directly with your client. It offers a detailed quote for your clients, allowing you to seamlessly convert them into invoices once the work is accepted. Here's how to do it:

 

  1. Select + New, then Estimate.
  2. Choose a customer name and enter the necessary details.
  3. Click Save and press Print or Preview.
  4. Hit Print or Preview.

 

Afterward, you can convert the estimate into an invoice and print a delivery note.

 

Please don't hesitate to let me know if you need any further assistance.

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