BestInvoicing.com
  • Welcome
  • Tutorial 1: The Basics
    • 1. Create an Account
    • 2. Create a Customer
    • 3. Create a Product
    • 4. Create an Invoice
    • 5. Configure the Layout
    • 6. Payment Follow-up
    • 7. Let's Roll
  • Tutorial 2: Automate to Save Time
  • Tutorial 3: Process your Purchases
  • BASIC MODULES
    • Customers
    • Products
      • How Can I Update My Product List (e.g. Price Changes)?
    • Proposals
    • Invoices
    • Credit Notes
    • Payments
      • Incoming Payments
      • Outgoing Payments (Purchases)
  • APPS - INTEGRATIONS
    • ! Activating Apps and Integrations
      • Are All Available Apps and Integrations Available for Free?
    • Additional Text Fields
      • How Can I Insert Intertitle(s) Into Documents?
    • Cash Register Tickets
    • Complex Products
    • Delivery Address
    • Delivery Date
    • Delivery Notes
    • Discounts
    • Empty Goods
    • Foreign-Language Customers
    • General Ledger Accounts
    • MailChimp
    • Other Currencies
    • Order Confirmations
    • Order Reference
    • Payment Requests
    • Preset Emails
    • Price Segmentation
    • Product Photo
    • Purchase Orders
    • Purchases
    • Self-Billing Invoices
    • Site Address
    • Stock Management
    • Subscriptions (Recurring Invoices)
    • Tasks
    • Units of Measure
  • SETTINGS
    • Dashboard
    • Personal Settings
      • How Can I Change My Login Email Address?
    • My Subscription
      • Recommend BestInvoicing!
    • Company Information
    • Default Values
    • Email Settings
      • Sending Options
        • Send via Own Domain Name
        • Send via Global Address
        • Send via Open Server
        • Send via Microsoft
        • Send via Google
        • Send via SMTP
      • Email Texts
      • Default CC and BCC Addresses
      • Email Templates
    • Attachments
      • How Can I Add My General Terms and Conditions?
    • Journals
    • Automatic (Payment) Reminders
    • Users
    • Custom Fields for Contacts
    • Legal Notices
    • GDPR
    • Importing Data
    • Theme
    • Numbering
      • My Last Invoice Had No. 115, How Can I Start in Bestinvoicing with Invoice No. 116?
  • CONNECTIONS
    • Connect Your Bank Account
      • Ponto
    • Connections for Accountancy
    • Connections for Online Payment
      • Mollie
    • Backup & Synchronisation
      • Google Drive
      • DropBox
      • SFTP (own server)
      • BestInvoicing Drive
      • OneDrive
    • Connections for Webshops
      • Shopify
      • WooCommerce
  • MORE FEATURES
    • Exporting Data
    • Processing Lists
    • Send Documents by Email
    • Send Documents by Mail
    • Send Documents via PEPPOL
    • Sign Documents Online
    • Tags
    • VAT Number Validation
  • TEMPLATES
    • Using BestInvoicing Templates
      • How Can I Change the Default Order of My Templates?
    • Match Templates to Your Corporate Identity
      • Document Templates
      • Emailtemplates
    • Modifications via internal code
  • FREQUENTLY ASKED QUESTIONS (F.A.Q.)
    • Overview F.A.Q.
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On this page
  • Activating Delivery Notes
  • Using Delivery Notes
  • Show / Hide Prices on Delivery Notes
  • Different Delivery Address
  • Displaying the Delivery Date on Invoice
  • Invoicing Multiple Delivery Notes in One Go
  • Settings for Copying and Merging
  • Signing a Delivery Note

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  1. APPS - INTEGRATIONS

Delivery Notes

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Last updated 3 years ago

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Activating Delivery Notes

The document type 'Delivery Notes' is something that first needs to be activated in BestInvoicing:

  1. Navigate to the top right corner of the screen (email address) and select 'Apps and Integrations' in the menu.

  2. Check the list of 'Apps and Integrations Related to Documents'.

  3. Click the green button 'Activate' on the line mentioning 'Delivery Notes'.

As soon as this document type has been activated, it can be used immediately. A new line 'Delivery Notes' will appear in the general BestInvoicing menu to the left.

Using Delivery Notes

The structure and layout of an order confirmation is analogous to that of an invoice.

Haven't created an invoice yet? Take a look at the documentation about and learn how to do this.

Example of a delivery note:

Show / Hide Prices on Delivery Notes

By default, delivery notes also display the prices of products. If you do not want to make them visible to the customer, you can adjust this at the level of your template.

  • Navigate to your email address at the top right and select 'Company Settings'.

  • Select the tab 'Templates'. You now get an overview of the templates you are using.

  • Click the yellow button 'Personalize Template' beneath the template you wish to modify.

Scroll down to the bottom of the editing window; above the 'Company Details' you can check or uncheck two boxes:

  • Display prices on delivery notes: when unchecked, prices will NOT be shown on delivery notes.

  • Show quantities: when unchecked, NO quantities will be shown on documents, including delivery notes.

Click 'Save' to save your choices.

Different Delivery Address

Displaying the Delivery Date on Invoice

If you have activated the 'Delivery Date' field, you will also be able to include this date on your invoices.

Invoicing Multiple Delivery Notes in One Go

In the overview of delivery notes you can select multiple documents, and have them appear on one and the same invoice.

  • If you select, for example, three delivery notes addressed to the same customer, all listed products and services will appear on one and the same invoice to this customer.

  • If you select, for example, three delivery notes addressed to customer A and two notes addressed to customer B, all listed products and services appear on one invoice to customer A, and other listed products and services will appear on another invoice (addressed to customer B).

This is done via the blue 'Actions' button in the overview of delivery notes:

Settings for Copying and Merging

When activating the delivery notes document type, you're offered to configure the structure/layout of the document containing the combined delivery notes (see yellow button 'Configure').

Three choices are offered:

  • Do not insert intertitles: all product lines from all combined delivery notes appear one below the other on the final document.

  • Insert small subtitles: all product lines appear below each other per delivery note on the final document.

  • Insert subtitles and subtotals: the final document shows an overview of product lines and the subtotal per delivery note.

Signing a Delivery Note

In BestInvoicing, it is possible to have a delivery note signed by your customer. Don't forget your signature as representative of your company as well.

You may simply print out a delivery note on paper and have it signed, but the customer can also sign digitally and/or remotely.

In the chapter 'Sign Documents Online' you will find all information about:

  • Setting your own signature as a company

  • Digitally signing a document (proposal, delivery note, order confirmation, ...)

  • An accompanying email with the possibility to display an online signature button

It is possible to display a different delivery address on your delivery note in addition to the billing address. how to do that.

If you copy a delivery note to an invoice, the date of the delivery note will automatically be used as 'Delivery Date' on the invoice ( about the 'Delivery Date' field).

in the chapter 'Sign Documents Online'.

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creating an invoice - basic module