SyntaxFlow

Documents · Delivery note

Delivery note: what you hand over, signed for by the customer

Write what you deliver, line by line with its quantity and unit, and the delivery note builds itself on the page, ready to print or save as PDF with a box for the customer to sign. Bring the lines of a budget or the materials of a job report without retyping; show prices only if you want a valued note. Send it as a link and your customer confirms receipt by WhatsApp or e-mail. Kept in this browser: nothing is uploaded.

Your company on the documents

Shown on every document you make here, and on the specification sheet and the schedule report: one set of details for all of them. Saved in this browser.

What goes on the delivery note

The date and the note number (leave it empty and issuing gives the next one: DN-2026-001), the client and the delivery address, and the order or budget it answers; then what is delivered, line by line, with its reference, description, quantity and unit. The paper adds up the quantities per unit — square metres with square metres, pieces with pieces — and a line without a quantity is flagged, never counted as zero. Below them: the packages, the remarks and the box for whoever receives it.

Prices only if you want them

A delivery note says what was handed over, so it goes without prices. Tick “Show prices” for a valued delivery note: the prices come from the budget when the lines did, and the amounts are before tax, because the taxes go on the invoice.

From a budget or a job report

“From a budget” brings the chosen lines of a budget saved in this browser, the one your customer accepted, with their prices; optional lines only if you tick them, and an alternative that was not chosen, never. “From a job report” brings its materials, and its site as the delivery address. In the budget and the job report themselves, “Make the delivery note”, under More, does it in one step. The budget or the job report does not change.

The customer's signature

Whoever receives it is a name, nothing more: no identity document is asked for. The printed copy carries a box to sign by hand. “Send to the customer” puts the note inside a link: your customer opens it on their phone, checks it and confirms receipt with a message to your WhatsApp or e-mail carrying the note's number, the date, a reference code, their name and their remarks. It is not a certified electronic signature, and both pages say so.

Issued means frozen

While it is a draft, the note saves itself as you type. Once issued it cannot be changed; a change becomes revision 2, 3… and each revision can be compared with the one before.

What is free

The whole delivery note, printed or saved as PDF, the link for your customer, and bringing the lines of a budget or a job report. Like budgets, job reports and survey sheets, a new delivery note counts in the free plan's 10 new documents a month; editing, printing and issuing what is already saved never counts. The free version prints a small “Prepared with SyntaxFlow” line at the foot; Pro removes it, has no monthly limit and adds your own templates.

Questions people ask

What should a delivery note include?
Who delivers and who receives, the date and a number, the delivery address, and what is delivered with its quantity and unit; often also the order or budget it answers and the number of packages. Prices are optional: a valued delivery note shows them, before tax. Check whether your trade or your customer asks for anything else.
Is the customer's confirmation from the link a signature?
It is a message from your customer to you with the note's reference code: it records what they say they received, but it is not a certified electronic signature. When you need a handwritten signature, print the note: it has a box to sign.
Can I make a delivery note from a budget?
Yes. “From a budget” brings the chosen lines of a budget saved in this browser, with their prices in case the note is valued; the optional lines only if you tick them. The budget does not change.
Is it free to make delivery notes?
Yes: the free plan covers 10 new documents a month among budgets, job reports, survey sheets, delivery notes and purchase orders, with the PDF and the link for your customer. With Pro there is no monthly limit.