Use These Details and save the invoice
This guide explains what the modal confirmation does before the final invoice submit. 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 → Use These Details → Save
What you’ll accomplish
Understand what the modal confirmation does before the final invoice submit. This guide follows the supplied Delivery Note module’s live hooks, controller actions, model rules, views and stored side effects.
Follow these steps
- Complete the modal.
- Select Use These Details.
- Check that Add Delivery Note is now selected.
- Check the invoice and delivery details together.
- Submit the invoice once.
- Follow the saved-invoice Delivery Note action to verify the result.
Fields and options to review
- Modal values are copied to hidden fields
- Checkbox state authorises note creation
- Invoice submit remains the single persistence action
Rules the system enforces
- Use These Details does not create the note by itself.
- The module captures its values and strips them from the invoice data before core invoice persistence.
- The note is created only after the invoice-add hook receives the new invoice ID.
How to confirm it worked
- One invoice and, when selected, one linked open Delivery Note are created without contaminating the core invoice payload.
Safety checks and troubleshooting
- Avoid repeated submits; verify the resulting invoice and note before retrying.
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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