How to create a delivery note in Debitoor?
Creating a delivery note in Debitoor is a simple process that allows you to manage your invoices efficiently. How to create a delivery note in Debitoor? In this article, we will show you step by step how to generate a delivery note on the Debitoor platform, so that you can keep detailed control of the products or services that you have delivered to your clients. With Debitoor, you don't need to be an accounting expert to generate your own delivery notes, thanks to its intuitive interface and functionalities designed to facilitate the management of your business. Keep reading to discover how simple it is to create a delivery note in Debitoor.
– Step by step -- How to create a delivery note in Debitoor?
- Step 1: Log in to your Debitoor account.
- Step 2: Go to the main menu and select the “Invoices” option.
- Step 3: Click on »Create new» and choose the «Delivery note» option.
- Step 4: Fill out the required fields, such as customer information, date, and product or service details.
- Step 5: Review the information entered to make sure it is correct.
- Step 6: Once verified, click “Save” to create the delivery note in Debitoor.
FAQ
How to create a delivery note in Debitoor?
- Log in to your Debitoor account.
- Click on the 'Delivery Notes' tab in the main menu.
- Select the 'New delivery note' option to start creating one.
- Fill in the customer information, the date of the delivery note and the description of the products or services.
- Save the delivery note once you have completed all the necessary fields.
How to send a delivery note in Debitoor by email?
- After creating the delivery note, click on the 'Send' option in the upper right corner.
- Select the 'Send by email' option.
- Enter the customer's email address and click 'Send'.
How to modify a delivery note in Debitoor?
- Find the delivery note you want to modify in the list of delivery notes.
- Click on the delivery note and select the 'Edit' option.
- Make the necessary changes and save the delivery note again.
How to convert a delivery note into an invoice in Debitoor?
- Find the delivery note that you want to convert into an invoice.
- Click on the delivery note and select the 'Convert to invoice' option.
- Fill in the additional information necessary for the invoice and save it.
How to delete a delivery note in Debitoor?
- Find the delivery note you want to delete in the delivery note list.
- Click on the delivery note and select the 'Delete' option.
- Confirms the elimination of the delivery note.
How to print a delivery note in Debitoor?
- Find the delivery note you want to print in the list of delivery notes.
- Click on the delivery note and select the 'Print' option.
- Select print settings and click 'Print'.
How to manage delivery notes in Debitoor?
- To manage your delivery notes, click on the 'Delivery Notes' tab in the main menu.
- Use the filter, search and view options to find and manage your delivery notes.
How to add a new product or service to a delivery note in Debitoor?
- Inside the delivery note, click the 'Add line' option to add a new product or service.
- Fill in the details of the new product or service, such as description, quantity and price.
- Save changes once you have added the new product or service.
How to manage delivery note payments in Debitoor?
- Go to the 'Delivery Notes' tab and select the delivery note for which you want to manage the payment.
- Click on the 'Record payment' option and complete the information about the payment received.
How to manage taxes on a delivery note in Debitoor?
- When you create a delivery note, be sure to specify the applicable taxes for each product or service line.
- Debitoor automatically calculates the tax amount and displays it on the delivery note.
- Verify that the taxes indicated are correct before saving the delivery note.
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