Invoicing
Estimates
Delivery notes
Expenses
Investment good
Accounting
Electronic signature documents
Electronic invoice
Inventory
Stock control
Customers
Suppliers
Document management
Import/Export
Receopts
Remittances
SEPA returns
Dashboard
Reports
Expenses and income control
Time tracking
App Android/App iOS
On the Contasimple home page, click on “Create new delivery note”.
The delivery note number is automatically created consecutively and in chronological order. You can configure your serial number by clicking on “Configure delivery note”.
By default, the program will show today. You can change the date through the drop-down calendar.
Select your customer from the drop-down list. If you haven't already created it in your database, click "New customer". You only have to select it next time.
You can write the private notes you want. These notes will not appear on the delivery note.
If you have selected a personal income tax retention, it will be automatically calculated.
If you want to add notes to your delivery note, you can create them by clicking "Manage note information". You will be able to add extra information to your delivery note, for example about the requirements that must be met in order for it to be valid as a document of receipt of goods, requiring the stamp of the receiving company or the signature of the person in charge.
If you wish, you can sync your Google Drive or Dropbox account with Contasimple so that your delivery note is automatically uploaded to your external cloud.
You can type the concept of the product or select it from your catalog by clicking the cursor on the left. The price, discount and VAT rate will be imported automatically. More information on the catalog of products and services.
Click "Add another line" to create a new concept line.
Unit price of the product without taxes. If you select your product from your catalog, it will be imported automatically.
Number of units, hours, kg, liters, km… In your catalog you can configure the type of unit for each of your products.
You can set discounts on a specific product or service in your catalog, or add it manually.
You can set the VAT rate in your catalog, or select it from the drop-down list.
Click "Show advanced edition" if you want to add a detailed description of some or all of the items on your delivery note.
Easily add a description for some or all of your lines by clicking on the box below each one.
Once you've entered all the details, click "insert".
You can attach files to link to your delivery notes. Simply drag the file to the box, write a description, and save it. Very useful, for example, to manage all the relevant documents in the corresponding delivery note and not lose them, as they will be stored in the cloud.
Manage the status of your delivery notes. Keep track of their status so you have all the information you need at a glance. Change the status of your delivery note to: created, sent, accepted, rejected, partially invoiced, invoiced or closed.
Click on the red icon to download your delivery notes in PDF format. You can download them to print, email or deliver to your customer.
In the "View delivery note" option you will find a summary of all the data in your delivery note.
Invoice your delivery notes automatically and save yourself the hassle of creating the same invoice.
Send your delivery note directly to a customer with the "Send delivery note" option.
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