Delivery Note
Code-inspected help for invoice-linked delivery notes, secure signing, PDFs, emails and compliance evidence.
Delivery Note module overview
Delivery Note module overviewUnderstand how invoice-linked delivery notes, secure recipient signing, PDFs and compliance events connect.
Open guide →GuideInstall and activate the Delivery Note module
Install and activate the Delivery Note moduleCreate the module tables and default options through the supported activation flow.
Open guide →GuideVerify the Delivery Note database installation
Verify the Delivery Note database installationConfirm the two module tables, indexes and installed options required by the code.
Open guide →GuideAssign Delivery Note staff permissions
Assign Delivery Note staff permissionsGrant the least-privilege view, create, edit and delete capabilities registered by the module.
Open guide →GuideUnderstand the Delivery Note menu and exact routes
Understand the Delivery Note menu and exact routesMap the visible sidebar entry and supported admin, public and client-PDF endpoints.
Open guide →GuideUnderstand module enabled and invoice UI options
Understand module enabled and invoice UI optionsDistinguish the master module-enabled control from the optional invoice-page interface flag.
Open guide →GuideUnderstand Delivery Note reference numbering
Understand Delivery Note reference numberingExplain the generated `DN-YYYYMMDD-INV{id}-sequence` reference and collision fallback.
Open guide →GuideUnderstand secure public token generation
Understand secure public token generationUnderstand how the module creates the 64-character public token used by email and QR links.
Open guide →GuideUnderstand invoice and item snapshot data
Understand invoice and item snapshot dataKnow which invoice, client and item data is copied so the delivery record remains auditable.
Open guide →GuideUnderstand Delivery Note asset and hook scoping
Understand Delivery Note asset and hook scopingVerify that CSS and JavaScript load only where the module code requires them.
Open guide →GuideDeactivate the Delivery Note module
Deactivate the Delivery Note moduleDisable hooks and invoice integration without dropping module tables.
Open guide →GuideUninstall the Delivery Note module and understand data loss
Uninstall the Delivery Note module and understand data lossUnderstand the destructive uninstall flow before removing the module.
Open guide →GuideCreate a Delivery Note while creating a new invoice
Create a Delivery Note while creating a new invoiceCreate the invoice and its optional delivery note in one supported save flow.
Open guide →GuideLeave Add Delivery Note unticked
Leave Add Delivery Note untickedSave an ordinary invoice without creating any Delivery Note record.
Open guide →GuideOpen the Delivery Note details modal on a new invoice
Open the Delivery Note details modal on a new invoiceUse the optional modal to prepare delivery data before the invoice is saved.
Open guide →GuideComplete Delivery Note fields on a new invoice
Complete Delivery Note fields on a new invoiceEnter every supported delivery field using the meanings defined in the module form and JavaScript.
Open guide →GuideUse These Details and save the invoice
Use These Details and save the invoiceUnderstand what the modal confirmation does before the final invoice submit.
Open guide →GuideCreate a Delivery Note from an existing invoice
Create a Delivery Note from an existing invoiceCreate the note after the invoice already exists.
Open guide →GuideUnderstand the Create or View Delivery Note invoice button
Understand the Create or View Delivery Note invoice buttonKnow how the dynamic invoice action decides whether to create or open a note.
Open guide →GuideUse View DN PDF from the invoice More menu
Use View DN PDF from the invoice More menuOpen the generated delivery-note PDF from the invoice’s existing actions menu.
Open guide →GuideUnderstand one active Delivery Note per invoice
Understand one active Delivery Note per invoiceUnderstand the model rule that prevents duplicate non-void notes.
Open guide →GuideCreate a replacement Delivery Note after voiding
Create a replacement Delivery Note after voidingUse the supported replacement branch when an unsigned note must no longer be used.
Open guide →GuideCreate a Delivery Note from the module form
Create a Delivery Note from the module formUse the invoice-linked create controller reached through the module’s invoice resolver.
Open guide →GuideUnderstand the customer billing address default
Understand the customer billing address defaultKnow how the create form composes the initial delivery address.
Open guide →GuideUnderstand Delivery Note invoice-payload isolation
Understand Delivery Note invoice-payload isolationExplain how module fields are prevented from entering the core invoice insert or update payload.
Open guide →GuideTroubleshoot a Delivery Note not created after invoice save
Troubleshoot a Delivery Note not created after invoice saveDiagnose the selected add-note branch without changing unrelated invoice or core files.
Open guide →GuideOpen the Delivery Note register
Open the Delivery Note registerView the newest module-owned delivery records and open a selected note.
Open guide →GuideSearch the Delivery Note register
Search the Delivery Note registerUse the live client-side search across the rows already loaded by the register.
Open guide →GuideChange the Delivery Note register page size
Change the Delivery Note register page sizeDisplay 10, 25, 50 or 100 loaded records per client-side page.
Open guide →GuideView Delivery Note details
View Delivery Note detailsReview the complete delivery record, secure link, item snapshot, signature and events.
Open guide →GuideReview the delivered-items snapshot
Review the delivered-items snapshotInterpret the descriptions, quantities and units copied from invoice items.
Open guide →GuideEdit an open Delivery Note
Edit an open Delivery NoteCorrect delivery details before the recipient signs.
Open guide →GuideUnderstand editable fields and form defaults
Understand editable fields and form defaultsKnow which values can be changed and which values remain system-controlled.
Open guide →GuideUnderstand open, signed and void statuses
Understand open, signed and void statusesApply the complete status model implemented by the module.
Open guide →GuideUnderstand the signed Delivery Note lock
Understand the signed Delivery Note lockKnow which actions stop once a valid signature has been stored.
Open guide →GuideVoid an unsigned Delivery Note
Void an unsigned Delivery NoteWithdraw an open note through the permission-protected status action.
Open guide →GuideUnderstand void-action visibility and permission
Understand void-action visibility and permissionDistinguish the implemented controller capability from the buttons actually present in the supplied UI.
Open guide →GuideReview the Delivery Note compliance event log
Review the Delivery Note compliance event logUse the append-only module timeline to trace creation, access, changes, signing and invoice-PDF access.
Open guide →GuideOpen the secure public Delivery Note link
Open the secure public Delivery Note linkUse the tokenised recipient URL delivered by email or encoded in the PDF QR area.
Open guide →GuideUnderstand public token routes and compatibility
Understand public token routes and compatibilityKnow which public paths are implemented and why the generated helper URL should be preferred.
Open guide →GuideUnderstand invalid, missing and void public-link errors
Understand invalid, missing and void public-link errorsInterpret each access-denied branch implemented by the public controller.
Open guide →GuideSign a Delivery Note on the public page
Sign a Delivery Note on the public pageCapture the recipient’s one-time drawn signature through the code-backed public workflow.
Open guide →GuideClear and redraw the public signature
Clear and redraw the public signatureRemove an unfinished canvas signature before confirmation.
Open guide →GuideResolve empty-signature validation
Resolve empty-signature validationHandle both the client and server rejection paths when no signature data is submitted.
Open guide →GuideUnderstand the one-time e-signature lock
Understand the one-time e-signature lockKnow how repeated visits and repeat posts behave after the first successful signature.
Open guide →GuideUnderstand signature security metadata
Understand signature security metadataInterpret the evidence stored with a successful public signature.
Open guide →GuideView a sealed signed Delivery Note
View a sealed signed Delivery NoteReopen the public document after signing without exposing another signing form.
Open guide →GuideOpen the Delivery Note PDF from a client invoice
Open the Delivery Note PDF from a client invoiceAllow an authorised customer contact to open the linked PDF from the CRM client invoice page.
Open guide →GuideUnderstand client invoice access checks
Understand client invoice access checksKnow every branch that authorises or denies the client-facing PDF action.
Open guide →GuideTroubleshoot a missing client Delivery Note PDF button
Troubleshoot a missing client Delivery Note PDF buttonResolve client-page visibility within the supplied hook and access rules.
Open guide →GuideGenerate a Delivery Note PDF from the admin area
Generate a Delivery Note PDF from the admin areaStream the module-generated PDF for an authorised delivery note.
Open guide →GuideUnderstand Delivery Note PDF content
Understand Delivery Note PDF contentKnow every major section the PDF renders and what it intentionally excludes.
Open guide →GuideUnderstand tenant branding in the Delivery Note PDF
Understand tenant branding in the Delivery Note PDFIdentify the company options and logo file used by the document generator.
Open guide →GuideUnderstand Delivery Note PDF footer behaviour
Understand Delivery Note PDF footer behaviourDistinguish the installed footer-text option from the footer actually rendered by the supplied PDF code.
Open guide →GuideUnderstand QR-code generation and fallback
Understand QR-code generation and fallbackKnow how the module represents the secure public URL when different QR libraries are available.
Open guide →GuideTroubleshoot Delivery Note PDF or QR output
Troubleshoot Delivery Note PDF or QR outputDiagnose document generation without changing unrelated CRM, theme or server files.
Open guide →GuideUnderstand the dispatch-email automation
Understand the dispatch-email automationKnow when the module sends the initial recipient message and what it contains.
Open guide →GuideUnderstand the signed-confirmation email
Understand the signed-confirmation emailKnow what is sent after the model accepts the one-time signature.
Open guide →GuideConfigure the SMTP dependency for Delivery Note email
Configure the SMTP dependency for Delivery Note emailUse the core CRM’s approved outbound-email configuration because the module has no separate mail settings.
Open guide →GuideTroubleshoot Delivery Note email delivery
Troubleshoot Delivery Note email deliveryCheck creation/signing conditions and the global mail dependency without altering note evidence.
Open guide →GuideUnderstand Delivery Note event types
Understand Delivery Note event typesUse the exact lifecycle event names written by the supplied model and controllers.
Open guide →GuideUnderstand the Delivery Note database tables
Understand the Delivery Note database tablesMap the module-owned records and fields used by every controller workflow.
Open guide →GuideUnderstand Delivery Note route options and safety fallbacks
Understand Delivery Note route options and safety fallbacksInterpret the installed route options and helper validation without presenting a nonexistent settings screen.
Open guide →GuideRun the Delivery Note post-install functional test
Run the Delivery Note post-install functional testVerify every live branch without changing unrelated CRM code.
Open guide →GuideTroubleshoot a missing Delivery Note menu or invoice buttons
Troubleshoot a missing Delivery Note menu or invoice buttonsRestore visibility by checking activation, options, permissions and page scoping in order.
Open guide →GuideTroubleshoot public Delivery Note signing failure
Troubleshoot public Delivery Note signing failureDiagnose token, status, CSRF, browser and signature-data branches safely.
Open guide →GuideUnderstand Delivery Note limitations and unsupported possibilities
Understand Delivery Note limitations and unsupported possibilitiesIdentify features the supplied version 1.0.0 does not implement so users are not misled.
Open guide →GuideUnderstand Delivery Note data retention and uninstall risk
Understand Delivery Note data retention and uninstall riskPlan retention around invoices, signed evidence, events, public links and module removal.
Open guide →GuideRun the Delivery Note security and operational checklist
Run the Delivery Note security and operational checklistConfirm least privilege, link protection, signing integrity and deployment readiness.
Open guide →GuideDelivery Note technical endpoint reference
Delivery Note technical endpoint referenceList the live controller actions, permission gates and principal side effects for support and integration review.
Open guide →