Orders

What is listed

Quotes and sales invoices that changed in Xero in the last 90 days, plus anything that changed since you connected. For each one you see its number, type, contact, the date it last changed in Xero, its Xero status, its total, and how many deliveries you have made from it.

Quotes show while they are draft, sent, accepted or invoiced. Invoices show while they are draft, submitted, awaiting payment or paid. Deleted, voided and declined documents do not show. Bills and purchase orders are never read.

Keeping the list up to date

The list updates from Xero when you open it, as long as the last update is more than five minutes old, and once a day. The time of the last update is shown at the top. Click Refresh from Xero to update now.

Deliverta only reads your Xero data. Creating a delivery note never changes the quote or invoice.

Finding a document

• Search by document number or contact name.
• Type is the All, Invoices and Quotes tabs.
• Modified narrows it to documents that changed in Xero in the last 7, 30 or 90 days; Any date shows them all.

The list updates as you change a filter.

Older documents. To find a document older than 90 days, type its full number, for example INV-0412. If it is not in the list, Deliverta asks Xero for it. Once found, it stays in the list and is kept up to date. A search by contact name never asks Xero.

Starting a delivery note or packing slip

Each row has two buttons.

• + Note starts a delivery note, the document the receiver signs. Use it when you want proof of delivery.
• + Slip starts a packing slip. It goes in the box. It is never signed and starts without prices.

Either button opens a draft to check before you confirm. See Create a delivery note or packing slip.

You can make as many documents from one quote or invoice as you need, for repeat or split deliveries. The Deliveries column counts them.

Creating many at once

Tick the boxes next to several rows, or the box in the header to select the whole page, then click Create delivery notes or Create packing slips. Each selected quote or invoice gets a document with its full quantities, its addresses and your default template, with no draft to check. You then find them all on the Deliveries page, ready to print.

You can create up to 100 at a time. Creating in bulk is part of the Standard and Business plans and the trial. On Starter, create them one at a time.

Still stuck?

Contact support with the docket number if your question is about one document. We answer within one business day.