Issue a delivery note (Lieferschein)

A delivery note (German: Lieferschein) is one of the supporting documents you can create in the Invoicing module. In the create dialog it's described as "Records a delivery." It confirms what physically arrived on site: components, quantities, and a date. You typically hand it over with the goods or file it against the project. It uses the same editor and the same Draft, Issue, and send flow as your other documents, and it stays out of any payment tracking.

Before you start

• Configure your Issuing details first, under Settings > Company settings > Invoicing > Issuing details. The same one-time setup that invoices depend on also applies to delivery notes.
• Any workspace can create delivery notes. Unlike an invoice, a delivery note is available whatever your issuing country.
• Decide whether the delivery note attaches to an existing customer and project or stands alone. Attaching it to the project keeps the delivery record next to the offer and invoices.

Issue a delivery note

The flow is Draft, then Issue, then send, the same as your other documents:

1. Open the Invoicing tab in the Portal navigation.
2. Click New in the top-right. The Create new document dialog opens.
3. Pick a contact or project so the delivery note files against the right job.
4. In the "What do you want to create?" radio group, choose Delivery note.
5. When you create it under a project, the Option to import and Line item grouping dropdowns appear. Use them to auto-fill the line items from the project's offer, so the delivered components match what was sold.
6. Click Create. The delivery note opens in the document editor, the same layout as the invoice editor (line items, quantities, locale, footer). It has no Skonto, no payment status, and no payment QR code, since a delivery note carries no payment.
7. Edit the draft. Confirm the line items and quantities that were actually delivered, set the locale, and use the free-text fields (description, memo, and Endnotes) for a delivery date or a goods-received note.
8. Click Finalize in the editor header to open the Review and finalize dialog.
9. Tick Send email if you want to send it to the customer on issue.
10. Click Issue delivery note. Reonic generates the official PDF, assigns the next number from your delivery-note prefix, and locks the document.

If you ticked Send email, the send dialog opens automatically. Otherwise use Send via email on the issued document whenever you're ready.

Numbering and prefix

Delivery notes carry their own number sequence, separate from invoices and your other supporting documents. Configure the prefix and the next number in Settings > Company settings > Invoicing > Issuing details (for example DN-2026-0001 or LS-2026-0001). The number is assigned at Issue time and is unique within your workspace. Voiding a delivery note retires its number.

Things to know

• A delivery note can be issued independently of the invoice. You can issue it before, after, or without an invoice, depending on how you sequence deliveries.
• A draft is editable; an issued document is locked. Once you Issue, the number, the PDF, and all line items and text freeze. The free-text fields autosave as you type, so there's no Save button, and they stay editable only while the document is in Draft.
• To correct an issued delivery note, Void it and issue a fresh one. The voided document gets a void label and goes inactive.
• Archive works on Draft or Voided delivery notes. To take an issued one out of your default list view, Void it first, then archive the voided document. Archiving a whole customer-and-project group also archives every non-archived document inside it (the delivery note included), and Restore group reverses that.
• Convert between document types with Duplicate into type. This creates a new draft of another type with the line items pre-filled.
• Delivery notes stay in Reonic. They are not forwarded to your external accounting tool, so record them there yourself if you need to.
• Custom notes go in the Endnotes field. Type any extra detail into the free-text Endnotes field (German: Endnoten) at the bottom of the editor; it renders as plain text below the document body.

Note: The only PDF that goes out is the one Reonic renders. To send extra paperwork alongside the delivery note, send it separately.

Need help?

• Step-by-step questions about this flow. Contact your Reonic account manager.
• Feature requests or something missing. Drop a note to your account manager.
• Bug reports. Include a screenshot and the URL where it happened in your support email.

Last updated on August 4, 2026