Deliveries
Create a delivery
Record a delivery to a customer with articles, serial numbers and references.
Updated on September 7, 2026
You create a delivery to an existing customer. Use a customer record, not a prospect. Creation records the delivery and prepares the delivery document. You need access to the administration and an active Billnado licence.
Step 1: Customer
| Field or setting | Meaning |
|---|---|
| Customer | The existing customer for whom you record the delivery. Use a customer record, not a prospect. |
| VAT and address details | Show which customer or supplier you selected. These details cannot be edited directly here. |
| Customer reference | Stores, for example, the order number by which the customer identifies the delivery. |
| Project | Links the entire document to a project. You can find this field under References. |
Step 2: Document
| Field or setting | Meaning |
|---|---|
| Date | The date of the delivery. |
| Comment | An explanation accompanying the document. |
| Trade name | The active trade name under which you record the order, receipt or delivery. |
The delivery number follows your administration’s numbering settings.
Step 3: Delivery lines
| Field or setting | Meaning |
|---|---|
| Article | The product you deliver. You can select a product or use a free description. |
| Quantity | The quantity delivered. |
| Unit price | The price per delivered unit. |
| SKU | The article code in the line header that identifies the product. |
The line value follows the quantity and unit price.
Additional line details
The delivery line also contains the following details.
| Field or setting | Meaning |
|---|---|
| Serial number | Identifies the delivered item. |
| Warranty (months) | The warranty period recorded for these goods. |
| Unit | Clarifies the quantity, for example pieces or packages. |
| Project | Assigns this individual line to a project. |
| Comment | An explanation for this specific line. |
| Action | Effect |
|---|---|
| Add line | Adds a new line to the document. |
| Remove line | Removes a line. At least one line remains. |
Create
Create saves the delivery as Registered. On its detail page, you can download the PDF document and create a draft sales invoice. Creation does not send an email to your customer.