Troubleshoot a Delivery Note not created after invoice save
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Diagnose the selected add-note branch without changing unrelated invoice or core files.
Where to goAdmin Area → Invoices → Open saved invoice → Delivery Note action
What this guide helps you do
Diagnose the selected add-note branch without changing unrelated invoice or core files. This guide follows the supplied Delivery Note module’s live hooks, controller actions, model rules, views and stored side effects.
Follow these steps
- Verify the invoice itself was saved and has a valid ID.
- Check that Add Delivery Note was selected before submit.
- Check the module is active and `delivery_note_enabled` is on.
- Check `delivery_note_invoice_ui_enabled` allowed the new-invoice UI.
- Check the staff member had Create capability.
- Use the invoice button or metadata endpoint to determine whether a note exists.
- Check application logs for installer/schema or model errors, then retest once.
Fields and options
- Invoice ID
- Checkbox/hidden payload
- Module options
- Create permission
- Both module tables
- Existing non-void note
Rules and limits
- No note is expected when the checkbox was left off.
- An existing open or signed note prevents duplicate creation.
- Recipient Email affects dispatch email only; it does not control note creation.
- Do not repeat invoice submissions before checking for an existing note.
Check it worked
- The cause is identified within module scope and the invoice retains its original valid state.
Safety checks and troubleshooting
- Never repair by inserting a partial database row; use the supported invoice resolver/create flow.
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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