Create a Delivery Note while creating a new 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 invoice and its optional delivery note in one supported save flow.

What this guide helps you do

Create the invoice and its optional delivery note in one supported save flow. This guide follows the supplied Delivery Note module’s live hooks, controller actions, model rules, views and stored side effects.

Follow these steps

1. Complete the invoice customer, dates, currency, items and required invoice fields.
2. Tick Add Delivery Note.
3. Go to Delivery Note Details if more delivery data is needed.
4. Complete the delivery fields and select Use These Details.
5. Save the invoice once.
6. Go to the saved invoice and use View Delivery Note to verify the linked note.

Fields and options

• Add Delivery Note checkbox
• Delivery Date
• Delivery Method
• Delivered By
• Tracking / Job Reference
• Recipient Name
• Recipient Email
• Delivery Address
• Delivery Notes

Rules and limits

• The checkbox is unchecked by default.
• Hidden delivery-note fields are added to the invoice form only when the checkbox is selected.
• The before-save filter removes module-only keys from the core invoice payload.
• The after-add hook creates the note after a valid invoice ID exists.
• If a non-void note already exists, another one is not created.

Check it worked

• The invoice saves normally and one open Delivery Note is created with a source snapshot, secure token, event and optional dispatch email.

Safety checks and troubleshooting

• Verify both records after saving; an invoice success message alone does not prove the note was created.

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