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How to Create a Delivery Note

A Delivery Note (or Dispatch Note) accompanies a shipment of goods to list what is included. It usually does not show prices.

1. Start a New Delivery Note

  1. Navigate to the Delivery Note Page from the homepage.

  2. Tap the +New Delivery Note button.

2. Enter Details

  • Client: The recipient of the goods.

  • Items: List the physical items being delivered. Ensure quantities are accurate.

  • Photos: Highly recommended! Take a photo of the package or delivered goods for proof of delivery.

  • Signatures: Use the Signature field to have the recipient sign right on your device to confirm receipt.

3. Review & Save

  • Preview: Check the list of items.

  • Tap Save & Continue.

4. Send & Print

  • Share/Print: You can print this document to attach to the package, or email it to the client as digital proof of delivery.

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