We are a services company and as such we do not use delivery notes. I wanted to know how it is possible to create directly a invoice from quote.
If I use the process quote->order->invoice the order is always pending as no Delivery note is issued for services.
I have setup all my items as service items.
Any approach on the simplest selling process from quote to invoice for services is welcome.
I agree with this. Having to “deliver” services is kind of annoying, we accept that the invoice is the record of completion, and have to do a Delivery Note just to turn the bubble green.
Go to Selling=> Settings. In the Delivery Note Required section choose “No”. Save and reload.
Delivery note is not just for physical items. We use it for service items as well. Example installation of ERPNext for client. We get the delivery note signed by client to ensure we have proof of the service has been provided. Insurance for any future claims.