Delivery Notes

A Delivery Note (Lieferschein, LS) records what was physically delivered or handed over against an order — ordered against actually-delivered quantities, with no money on the page. You create one from a finalised order confirmation or straight from an accepted quote, then move it through its lifecycle: finalise, mark delivered, and (for rentals) mark returned. Everything happens on the Delivery Notes page.

What a Delivery Note is

A handover document for the warehouse and the customer — quantities, not rates.

It lists each line with the ordered quantity and the quantity actually delivered.
It deliberately carries no prices or totals — delivery crews don't need to see rates.
For rentals it also tracks the return leg of the trip, so a single note covers handover and check-back.

Create a Delivery Note

Two starting points feed the same note.

Go to Accounting → Quotes → Delivery notes.
In the 'Create from an order confirmation or quote' card, pick a 'Source document': a finalised order confirmation (shown as '(AB)') or an accepted quote (shown as '(Quote)').
Click 'Create LS' — the lines and customer details are copied over, with delivered quantities defaulting to the ordered amounts. A day-rate line counts its units: two stands for two days are 2, not 4.

Tips

Creating straight from an accepted quote is a first-class shortcut when you don't issue an order confirmation.

The delivery lifecycle

A note moves through clear, one-way steps, each behind a confirmation.

Finalize a draft to assign a permanent, gap-free LS number (LS-YYYY-NNNN).
Mark delivered when the goods go out — the note records the delivery time.
Mark returned when rental gear comes back — the note records the check-in.

Common Pitfalls

Each step is irreversible and confirmed before it applies — there's no undo, so confirm against the physical handover.
Quantities and lines are set when the note is created; there's no separate editor to change them afterwards.

PDF and good to know

Download at any stage; the chain links forward to invoicing.

Download the PDF from any row. With custom PDF layouts on, your delivery-note layout is used; otherwise the built-in letter layout prints the LS number, the delivery date once you mark it delivered, the ordered and delivered quantities, and a signature line for the recipient.
The PDF is written in the language of the quote behind it, whatever language the app is set to; the dates follow it too. A delivery note made before this version follows the app language.
With multi-company accounting on, notes and their sources are scoped to the active company.
The matching invoice is created from the Invoices area when you're ready to bill.

Help & Documentation