Understand the Create or View Delivery Note invoice button
This guide explains that how the dynamic invoice action decides whether to create or open a note. 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 → Open invoice
What you’ll accomplish
Know how the dynamic invoice action decides whether to create or open a note. This guide follows the supplied Delivery Note module’s live hooks, controller actions, model rules, views and stored side effects.
Follow these steps
- Go to an invoice.
- Wait for the injected Delivery Note action.
- When no active note exists, select Create Delivery Note and complete the form.
- When an active note exists, select View Delivery Note to open it.
- Use the separate PDF action when it is shown.
Fields and options to review
- Invoice ID detected from page configuration, URL, data attributes or invoice links
- Metadata endpoint returns exists, reference, status, view URL and PDF URL
- Button label/action changes from Create to View
Rules the system enforces
- The script avoids inserting duplicate buttons.
- It observes dynamic invoice layouts and AJAX refreshes.
- The button depends on module enabled, invoice UI enabled and relevant capability/access.
- A void note is excluded by the active-note lookup, so the button can return to Create.
How to confirm it worked
- The invoice presents the correct delivery action for its current active-note state.
Safety checks and troubleshooting
- If the action is missing, verify permissions and options before changing templates.
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.
Continue with related guidance
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