Orders — Picking notes, delivery notes & invoices

From the Orders list, you can print customer-facing documents as PDFs.

These documents are generated from the order’s current data, and use the Client record for branding/company details.

Documents you can print

• Packing slip (often used as the “picking note”)
• Delivery note
• Invoice
• Packing + Delivery (combined bundle)

Print from a single order (row actions)

1. Go to Orders.
2. Find the order.
3. Use the row actions to print:
   • Invoice
   • Packing slip
   • Delivery note
   • Print both docs (packing + delivery)

Notes:

• Printing a packing slip (or packing + delivery) ensures the order has a picking token (used for QR-based picking) and will move the order from New → Picking.

Print in bulk (bulk actions)

1. In Orders, select multiple rows.
2. Open Bulk actions and choose one of:
   • Packing slips (PDF)
   • Delivery notes (PDF)
   • Packing + Delivery (PDF)
   • Invoices (PDF)

Notes:

• Bulk printing packing slips (or packing + delivery) also ensures each order has a picking token and will move New → Picking.
• Bulk invoices:
  • If you select one order, it downloads a single invoice PDF.
  • If you select multiple orders, it generates a combined PDF with page breaks.

Print packing + delivery together

Use:

• Row action Print both, or
• Bulk action Packing + Delivery (PDF)

This generates a single PDF bundle containing both documents for each selected order.

Branding & company details (where they come from)

Documents use the order’s Client settings:

• Logo: Client → Branding → Logo
• Delivery note contact: Client → Contact → Delivery note contact
• Delivery note footer: Client → Delivery note footer (HTML)
• Company/VAT details on invoice: Client fields such as company name/address, VAT number, company number, and registered address

If the logo or company details look wrong on PDFs, update the Client record and reprint the document.

See also:

• Clients → Branding
• Clients → Delivery note footer