Create a Delivery Note from the module form
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 use the invoice-linked create controller reached through the module’s invoice resolver.
Where to goAdmin Area → Invoices → Open invoice → Create Delivery Note
What this guide helps you do
Use the invoice-linked create controller reached through the module’s invoice resolver. This guide follows the supplied Delivery Note module’s live hooks, controller actions, model rules, views and stored side effects.
Follow these steps
- Start from the invoice because the create form requires an invoice ID.
- Go to the Create Delivery Note action.
- Check the right-hand Invoice Snapshot panel.
- Complete the form and save.
- Go to the new note from the success redirect.
Fields and options
- Invoice ID and number
- Client company and invoice total shown for context
- Delivery date, method, delivered by, tracking, recipient, email, address and notes
Rules and limits
- There is no free-standing create button that creates a note without an invoice.
- The create controller builds its form from `invoice_snapshot(invoiceId)`.
- The source invoice ID is determined by the route and is not an editable form field.
Check it worked
- The note is created against the intended invoice with an immutable creation-time snapshot.
Safety checks and troubleshooting
- Reject any workflow that asks users to type an arbitrary invoice ID into a hidden or unsupported field.
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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