Issue a delivery note

A delivery note (German: Lieferschein) is one of the four supporting documents the Invoicing module produces. In the create dialog it's described as "Records a delivery." It's a line-item-bearing document confirming what physically arrived on site: components, quantities, and a date, typically handed over with the goods or filed against the project. Like the other supporting documents, it shares the invoice editor and lifecycle, but it never carries a payment expectation.

Before you start

• Issuing details must be configured for your company first, under Settings > Company settings > Invoicing > Issuing details (see Invoicing settings & setup). The same one-time setup that blocks invoice creation also blocks delivery-note creation.
• Delivery notes have no country gate: every workspace can create them regardless of issuer country, unlike invoices, partial invoices, and credit notes (DE, AT, CH, FR, UK, Jersey, and French overseas territories only).
• You need an editor-level role or higher to issue documents in Invoicing.
• Decide whether the delivery note attaches to an existing Document Group (a customer and project) or stands alone. Attaching it to the project keeps the delivery record next to the offer and invoices.
• A delivery note isn't a money document. It carries line items and quantities, but no payment status, no Skonto, and no payment QR code.

Issue a delivery note

The flow is Draft, Issue, and (optionally) 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. (Optional) 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 created 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 instead of re-keying them.
6. Click Create. The delivery note opens in the document editor, the same layout as the invoice editor (line items, quantities, locale, footer), but with no Skonto, no payment status, and no QR code.
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, 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. (Optional) 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 the other supporting documents. Configure the prefix and next number in Invoicing settings & setup (for example DN-2026-0001 or LS-2026-0001). The number is assigned at Issue time, is unique within your workspace, and is never reused: voiding a delivery note retires its number.

Editing, voiding, and archiving

• Draft is fully editable.
• Issued is read-only and locked: the number, PDF, line items, and text all freeze. The free-text fields autosave about a second after you stop typing (there's no Save button), but only while the document is in Draft.
• To correct an issued delivery note, Void it (it gets a void label and goes inactive in the Document Group) and issue a fresh one.
• Archive only works on Draft or Voided delivery notes. An issued one must be Voided first. Archiving a whole Document Group cascades to every non-archived document inside it, delivery notes included; restoring the group reverses that cascade.

Things to know

• A delivery note can be issued independently of the invoice. It's a sibling document in the Document Group, not a child of any invoice, so you can issue it before, after, or without an invoice, depending on how you sequence deliveries.
• You can hide all pricing. A delivery note is the only supporting document with a hide-pricing option: switch it on and the PDF drops every price column and the totals, leaving a pure goods-received list of items and quantities. Leave it off to keep the priced line-item layout.
• No payment tracking. Delivery notes never carry Paid, Unpaid, or Overdue status, and they don't feed the outstanding-balance calculation.
• No billing-integration push. Delivery notes stay in Reonic and aren't sent to your billing integrations, like Lexoffice, Sevdesk, or Bexio.
• Convert between document types with Duplicate into type. This creates a new draft of another type with the line items pre-filled.
• No file attachments. The only PDF that goes out is the one Reonic renders, so send any extra paperwork to the customer separately.
• Custom notes go in Endnotes. There's no structured field for delivery conditions: type anything extra into the free-text Endnotes field (German: Endnoten) at the bottom of the editor.

Last updated on September 30, 2026