Steps to create Delivery Note

Step 1: After creating the invoice, click on the more option as shown below.

Step 2: The template is auto pre filled with details from invoice. You can choose to edit.
Also, you can choose to call the document a “Delivery Note” or a “Delivery Challan”. Please selects the appropriate value from the drop down.

Step 3: Provide details of the items you are shipping.
Please note, you can choose to provide only quantities and ignore rate and other tax details. And even if you provide rate and other details, the software provides you an option to show only quantities in the final delivery note.

Step 4: Click on the “Generate Delivery Note” button to generate the delivery note.

Step 5: Delivery Note is ready. Here you have a couple of option and you can play around. You can choose to show only quantities in the delivery note. You can also choose to show only the shipping address and ignore the billing address.

Step 6: You can now print the delivery note by clicking on the PDF option or email it directly from the software.

This may help you,

Rachel Gomez