If you have created an order and want to link it to a delivery note, you can easily do this by editing the delivery note. Follow the steps below:
Step 1 – Open the delivery note
On the left-hand side, you’ll find the delivery notes; you’ll see an overview of all your delivery notes within the specified period.
Step 2 – Edit the delivery note
Open the details of the delivery note to which you want to add invoicing information. Click the ‘Edit’ button to modify the delivery note details.
Step 3 – Enter invoicing information
In the delivery note, there is a separate section called ‘Invoicing’. Here you can:
- Enter an invoice date.
- Assign an invoice number.
Once these fields are filled in, the delivery note will automatically be marked as invoiced.
Step 4 – Review the invoice references
In the order details, under the ‘References’ section, you’ll find an overview of the linked delivery notes and invoices. This gives you a clear view of the full document history for the order.