Enter your idea

This is kind of a basic step for traceability and preventing disputes about what was delivered vs what not.

It would be incredibly useful if Xero could provide a proper Delivery Note option. It essentially contains the same information as the Picking List just with a different heading, and ideally a signature/date box for proof of delivery.

Surely it wouldn’t be too difficult to offer this as an alternative format or an additional printable option alongside the Picking List. A client of ours, who I believe would be a great fit for Xero, has decided against it purely due to the lack of a straightforward delivery note. I'm sure they're not the only ones. This small addition could make a big difference.

I'm aware of the invoice branding workaround, but that adds an unnecessary step to the whole process and still doesn't quite solve it in a simple straightforward way.

We also require a delivery note, that can be printed straight after the quote has been accepted, before getting to the invoice stage.

It seems a relatively basic requirement, and very frustrating it's not available.

Also within the delivery note, we would like the ability to change the delivery address , if different to the customer address.

Certainly a fantastic idea and XERO must implement this asap

We need a one click delivery note. As well as covering multiple invoices (we have multiple divisions supporting the same customer but they bulk up deliveries) we often part ship so need to be able to easily generate a delivery note covering selected lines from the invoice.

I've just had a meeting with a client about moving to Xero and he was incredibly put off by the lack of ability to easily generate a simple delivery note.

Surely the ability to customise the packing slip or simply adding a delivery note option isn't too much to ask.

The link to create a packing slip is still not practical. With technology you have it shouldnt be that difficult once invoiced add a button which then says "delivery note" it should be as easy as the first three steps which xero has got right - bulk doesnt work for everyone. the community have been requesting this for a long time - It is very frustrating, this process would complete the transaction smoother.

Quote
Accept
Invoice
Delivery note

How come we still dont have a delivery note tab on the system? a packing slip tab alone is simply not enough, and doing it manually is naking too long, especially with larger orders. Help please. I know we previously used to have a delivery slip tab, what happened to it?

every item we deliver requires a delivery note & a packing slip to completely different items, you need a delivery note to confirm it was delivered not packed!!

THIS IS VITAL TO EVEY BUSINESS

Has the delivery note been developed in Xero?

This is critical to my client - how can I get around it?

When will this delivery note feature and packing slip be available on Xero?

A delivery note is a common document used in good business practice throughout the world. It is a VITAL document in an inventory and invoicing system and I am struggling to understand why Xero can't add a delivery note option on top of the 2 print pdf options already available (invoice and packing slip).

Need to be able to customise Packing Slip into a delivery note or have a completely separate delivery note. Delivery note requires its own number and suffix and email template. Our invoices won't be accepted unless a delivery note is sent. At the moment this is done manually. Delivery note is very similar to your packing slip but it must say delivery note and would be easier if it could just be sent directly out of your system.

I don't understand how difficult it is to generate a delivery note as by
a new quote gives option to click to accept
when accepted you we can click to generate invoice
then we click to invoice,
(we have options to copy to a new Quote or Purchase Order, so why can't the delivery note be generated from an invoice ?)

(to me it seems simple that the current template for a packing slip is edited by xero which can generate a new ref no, delivery address space and signature box) and the title PACKING SLIP be amended to DELIVERY NOTE...... please get your IT people to look at this ASAP

the packing slip is not an ideal solution, we have to manually edit this every time and then mistakes can happen because the information is not transferred correctly.

Hey Yolandi
i really wish you luck, i have tried for 10 years now just to get a delivery docket that i can produce from a quote or invoice, i am still hand writing them because Xero keep putting interest else where, like charging us more for little benefit.

Please create a delivery note that will have it's own generated system number.

generate delivery notes/packing list based on purchase orders with signature box and an option to send the delivery note to the client for esign

Please note that packing slips are not an adequate substitute. Delivery notes need a signature box and other slightly different fields. They can be generated before or after the invoice, depending on the business process. The delivery address may be different to the billing address.

Ideally, the customer can sign them digitally and the signed delivery note should be uploaded back into Xero as proof of delivery. Even better if there was an option for the signing to trigger the invoice to be delivered.

Delivery may also take place in more than one batch, so it needs to be possible to split the quote between two or more delivery notes.

We need to include DELIVERY ORDER. The current packing slip does not cover this requirement.