Home Documents Delivery Note - How-To

How to Create Delivery Note in 5 Steps

Complete guide to creating delivery notes that accompany shipments and provide proof of delivery

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5-Step Process

1

Open Billmator & Select "Delivery Note"

Tap the green "Delivery Note" button. If you have a pending order/PO, link it. Otherwise create new delivery note from scratch.

2

Add Customer & Delivery Address

Enter customer details and WHERE goods will be delivered. Important: Delivery address may differ from billing address!

Example: Billing: Office Mumbai | Delivery: Warehouse Pune

3

Add Items Being Delivered

List all items in the shipment. Use voice input or scan barcodes for speed. Can include or exclude prices (your choice).

With Prices: Customer sees value of goods

Without Prices: Just item list & quantities

4

Generate & Print Delivery Note

Generate PDF. Print 2 copies: one for customer, one returns signed. Include special instructions (Handle with care, Fragile, etc.)

5

Get Customer Signature & Convert to Invoice

At delivery: Customer signs delivery note confirming receipt. Capture signature digitally. Back at office: Open signed DN → Tap "Convert to Invoice" → Add prices/GST → Send invoice!

Result: Proof of delivery + instant invoice = faster payment!

Common Scenarios

Partial Delivery

Only 80 of 100 items available? Create DN for 80. Mark as partial. Create second DN later for remaining 20.

Customer Rejects Items

Customer finds 10 damaged items. Mark on DN: "10 rejected - damaged". Return to warehouse. Only invoice accepted items.

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