How Do I Print a Goods Delivery Note for the Client?

To print a goods delivery note that the client signs on receipt, use the layout Delivery Note from the invoice layouts, or use the Packing Slip as a quick alternative.

Method 1: The Delivery Note Layout

Creating the layout (one time only):

1. Go to Printable Templates.
2. Choose Invoice/Estimate Layouts.
3. Click New Layout.
4. Choose the template Delivery Note, then save the layout.

Printing from the invoice:

1. From the main menu, click Sales, then Invoices.
2. Open the required invoice.
3. Click Vouchers.
4. Choose the name of the delivery note layout you created.
5. Print the note or save it as a PDF.

Method 2: The Packing Slip

1. Open the required invoice, then click Vouchers.
2. Choose Packing Slip.
3. Print it or save it as a PDF.

The packing slip shows the client’s data under Bill To andShip To, then the items, description, quantities, and the total quantity, without prices; so it can be used as a delivery note that the client signs.

Notes:

• You can also print the delivery note or the packing slip from the sales order page, from the same menu Vouchers, before issuing the invoice.
• Pick List in the same menu is meant for the warehouse to prepare the items, not for the client.
• Shipping Label is printed to be placed on the package.
• If you use requisitions, you can print the requisition from the print tab on the requisition page.