Open the Delivery Note details modal on a new invoice
Follow this guide to use the optional modal to prepare delivery data before the invoice is saved. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Where to goAdmin Area → Invoices → New Invoice → Delivery Note Details
What you’ll accomplish
Use the optional modal to prepare delivery data before the invoice is saved. This guide follows the supplied Delivery Note module’s live hooks, controller actions, model rules, views and stored side effects.
Follow these steps
- Find the Add Delivery Note panel on the new-invoice screen.
- Select Delivery Note Details.
- Check the modal title and guidance.
- Enter or amend the delivery values.
- Select Use These Details to retain them and close the modal.
- Verify Add Delivery Note is selected before saving the invoice.
Fields and options to review
- Modal is created by module JavaScript
- Delivery Date defaults to today
- Textarea fields support address and notes
- Use These Details selects the checkbox
- Closing without selecting the feature must not create a note
Rules the system enforces
- The modal is injected only on the new-invoice editor.
- It does not independently save a database record.
- Values become hidden invoice-form fields only for the selected add-note branch.
- Client-side UI is supplementary; the server-side model remains the record authority.
How to confirm it worked
- Prepared delivery details accompany the invoice save and are available to the after-invoice creation flow.
Safety checks and troubleshooting
- Do not treat modal completion as final evidence until the saved note is opened.
Stay within the supported flowDo not force database values, expose secure tokens, bypass permission checks, replace a stored signature or invent a status or interface that the supplied code does not implement.
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