Plain Estimate

Tools

Delivery note template

A delivery note with the items and quantities, no prices, a space to sign, and its own number: made from the invoice or the order so the two can never disagree.

Open a blank delivery note No account. It runs in your browser and the document stays on your device.

What it is for

A delivery note lists what was delivered, where and when, with a line for whoever received it to sign. No prices, no VAT, no amount due. It is the plainest document in the chain and the one that settles the argument when the site says forty boxes arrived and the driver says forty-two. Made from the invoice or the order in the app, it carries the same lines and quantities with the money left off, numbered in its own series. The guide has the worked example of the dispute it prevents.

Why no prices

Prices on a delivery note invite the person on site to treat it as the bill, and to pay against it or argue about it, neither of which they are placed to do. A delivery note is not an invoice and cannot stand in for one: it records what arrived, and the money belongs on the invoice, which follows and references the note by number.

Quantities that match

Make the note from the invoice or the order rather than typing it fresh, so the quantities cannot disagree with the document they will be reconciled against. Forty-two boxes on the order, forty on the van and forty on the note is a short delivery everyone can see; forty-two on the order and a note typed from memory is an argument that nobody wins and everybody pays for in time.

Get it signed

The signature is what earns the note its keep. "Received in good condition, 40 boxes" with a printed name ends a query before it starts; a note nobody signed is your word against theirs, and yours is the one asking for money. For a trade delivering work rather than goods, the job sheet does the same job, and the guide to the three documents covers where each sits.