Leave Add Delivery Note unticked
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Save an ordinary invoice without creating any Delivery Note record.
Where to goAdmin Area → Invoices → New Invoice
What this guide helps you do
Save an ordinary invoice without creating any Delivery Note record. This guide follows the supplied Delivery Note module’s live hooks, controller actions, model rules, views and stored side effects.
Follow these steps
- Create the invoice as normal.
- Leave Add Delivery Note unticked.
- Do not open or populate the optional modal unless required.
- Save the invoice.
- Verify the invoice exists and the Delivery Note button offers Create rather than View.
Fields and options
- The Delivery Note checkbox defaults to off
- No module hidden fields are injected
- No module record, token, email or event is created
Rules and limits
- The optional panel must not change normal invoicing when it is not selected.
- The invoice payload filter still protects the invoice from stray module keys.
- This is the code-backed default branch.
Check it worked
- A normal core invoice is saved with no linked non-void Delivery Note.
Safety checks and troubleshooting
- Use this branch for invoices that do not require delivery confirmation.
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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