Delivery Note Software

Software to create Delivery Notes

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Delivery Note Software

Amphis Customer CRM Software makes it easy to manage your Contacts and Appointments and create Quotes and Invoices. You can also easily create a Delivery Note when creating or editing an Invoice just by ticking a checkbox.

Although originally designed as a quick way of creating a Job Sheet from an Invoice, the functionality is now most used as a workaround for creating Delivery Notes.

You simply tick the Create Jobsheet checkbox when creating an Invoice. A Delivery Note is automatically created.

Create Jobsheet Checkbox

Delivery Note Template

Before you start using this functionality, you just need to edit the JobSheet template in Word to make it look like a Delivery Note.

Just go to Tools->Maintain Templates and select Jobsheet - itemised. Click Edit Template. Change the heading from JobSheet to Delivery Note. Add some suitable text at the bottom where the customer can sign so the template looks something like this. Add your logo and business details as required.

Delivery Note Template

Create Delivery Note

Then every time you create an Itemized Invoice and tick Create JobSheet it will create a Delivery Note something like this.

Delivery Note Example

If you would like to create Delivery Notes from free-form Invoices as well, simply edit the Jobsheet - freeform template as well and then tick the Create Jobsheet checkbox when creating a freeform Invoice.

More Information

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