Create a Delivery Note from an existing invoice
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Follow this guide to create the note after the invoice already exists.
Where to goAdmin Area → Invoices → Open invoice → Create Delivery Note
What this guide helps you do
Create the note after the invoice already exists. This guide follows the supplied Delivery Note module’s live hooks, controller actions, model rules, views and stored side effects.
Follow these steps
- Go to the target invoice.
- Select Create Delivery Note.
- Check the invoice snapshot panel and default delivery address.
- Complete delivery date, method, delivered by, tracking reference, recipient, email, address and notes.
- Select Save Delivery Note.
- Check the generated reference, secure link, items and event log.
Fields and options
- Source invoice is fixed by the route invoice ID
- Delivery date defaults to today
- Delivery address defaults from client billing fields
- All other delivery fields are editable
Rules and limits
- The invoice resolver redirects to View when a non-void note already exists.
- Creation snapshots the invoice, client and invoice items at that time.
- A dispatch email is attempted only when Recipient Email is present.
- Creation logs a `created` event.
Check it worked
- An open note is linked to the existing invoice and is ready for secure recipient access.
Safety checks and troubleshooting
- Verify the invoice belongs to the intended client before creating the note.
Stay within the supported flowDo not force database values, expose secure tokens, bypass permission checks, replace a stored signature or invent a status or interface that the supplied code does not implement.
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