Create and track your delivery notes

What is a delivery note for?

The delivery note (BL, « bon de livraison ») travels with the goods: it lists the items and quantities handed over to the client, without any price. The client signs it on receipt. In Billora, every delivery note is attached to an invoice.

Example. Hamza sells electrical equipment in Tangier. He invoices 40 rolls of cable to a building site in Tetouan, but only delivers 30 this week. From the invoice, he creates the delivery note, lowers the quantity to 30 and hands the PDF to the driver.

1. Create the delivery note of an invoice

A delivery note is created only from an invoice page: the Bons de livraison page is for finding them, not creating them.

1. Open the invoice (menu Factures (Invoices), then click the invoice).
2. Scroll down to the Bon de livraison (Delivery note) card, which says « Aucun bon de livraison pour cette facture. » (No delivery note for this invoice.).
3. Click Créer un bon de livraison (Create a delivery note). The Créer un bon de livraison window opens.
4. Check the Date d'émission (Issue date, today by default) and add Notes if needed (« Notes ou instructions de livraison… », delivery notes or instructions).
5. In Lignes de livraison (Delivery lines), the invoice lines are already copied: product code, name and description, quantity, unit. Adjust the quantities actually delivered, remove the lines not delivered or add a line (item, comment, section, separator). The invoice subtotals are not copied, since a delivery note has no prices.
6. Click Créer (Create). The note immediately gets its number and the Émis (Issued) status.

Possible messages when saving: « Toutes les lignes doivent avoir un nom ou une description. » (All lines must have a name or a description.) and « Au moins une ligne de livraison est requise. » (At least one delivery line is required.).

2. Find your delivery notes

The Bons de livraison menu lists all your delivery notes.

• The counters at the top: Total, Émis (Issued), Brouillons (Drafts), Annulés (Cancelled).
• The search « N° BL, N° facture, client… » (note no., invoice no., client…) and the status filter (« Tous les statuts » (All statuses), « Émis », « Brouillon », « Annulé »).
• The columns: Numéro (Number), Date, Facture (Invoice, clickable), Client, Lignes (Lines), Statut (Status).
• The actions of each row: Voir le PDF (View PDF), Consulter (Open), Voir la facture (View invoice). The Actualiser (Refresh) button reloads the list.

3. What does the delivery note page contain?

Click a row in the list (or the note number in the invoice, then Voir le détail (View details)). The page shows:

• Facture liée (Linked invoice): its number, the client and the invoice amount incl. VAT;
• Paiements de la facture (Invoice payments), when there are any: the amount paid, the balance due and each payment (clickable);
• Articles livrés (Items delivered): code, description, quantity, unit, with the number of items and the total quantity;
• any Notes;
• the Actions rapides (Quick actions) card: PDF, Émettre (Issue, drafts only), Facture (Invoice), Modifier (Edit), Annuler (Cancel, issued notes only) and Supprimer (Delete).

4. Issue, edit, cancel or delete a note

Status	What you can do
Brouillon (Draft)	Edit, then Émettre (« Passer le BL … du statut « brouillon » à « émis » ? », move note … from draft to issued?). On the invoice page, the link is called Marquer émis (Mark as issued).
Émis (Issued)	Edit (date, notes, lines), cancel or delete.
Annulé (Cancelled)	View and download the PDF. No more changes: « Impossible de modifier un bon de livraison annulé » (A cancelled delivery note cannot be edited).

1. Modifier opens the Modifier le bon de livraison (Edit the delivery note) window; save with Modifier.
2. Annuler asks for confirmation: « Annuler le BL … ? Cette action est irréversible. » (Cancel note …? This action is irreversible.).
3. Supprimer erases the note permanently (« Supprimer définitivement le BL … ? », permanently delete note …?). The invoice can then receive a new delivery note.

5. The delivery note PDF

• The PDF button (delivery note page, invoice card or Voir le PDF in the list) opens the preview, which you can download or print.
• The PDF shows your details, the client's (with their ICE if filled in), the date, the linked invoice, then the code, description, quantity and unit columns, and your notes. No price or total appears.
• Your stamp and signature are added according to your document settings. The layout template is chosen in Paramètres → Modèle de facture (Settings → Invoice template), line Bons de livraison (see Customize your documents).
• Billora does not send the delivery note by email: download the PDF and give it to the driver or the client.

6. Does the delivery note change the stock?

No. The delivery note is an accompanying document: creating, editing, cancelling or deleting it never touches the stock. In Billora, it is sending the invoice that takes tracked products out of stock (see Stock movements).

7. How is the delivery note numbered?

The number is assigned on creation, with the BL prefix by default. You can change this prefix and the format in Paramètres → Numérotation (Settings → Numbering), line Bons de livraison (see Document numbering). Delivery note numbering is independent from invoice numbering.

8. Who can create or edit a delivery note?

• Owner, administrator and collaborator: create, edit, issue, cancel and delete.
• Viewer: view and download the PDF, without any editing action.
• External accountant: the Bons de livraison entry does not appear in their menu.

Frequently asked questions

Can I create a delivery note from a quote?

No, only from an invoice. First convert the quote into an invoice (see Convert a quote into an invoice), then create the note from the invoice.

I deliver in two goes: can I make two notes for the same invoice?

No, an invoice has only one delivery note. Enter the quantities delivered, then edit the note at the next delivery.

Why don't the prices appear?

That is intended: a delivery note only lists items and quantities. The amounts stay on the invoice.

The « Créer un bon de livraison » button does not appear. Why?

Either the invoice is cancelled (or cancelled by a credit note), or your role is read-only, or the feature is not included in your subscription (the card then says so). Delivery notes already created remain viewable, with their PDF.

Next steps