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Proposals

Order confirmations and delivery notes

Confirm accepted orders in writing and document every delivery – created from scratch or carried over straight from the proposal.

Updated 2 Nov 2026

Once a proposal is accepted, two documents often follow: the order confirmation, which records the order in writing, and the delivery note, which documents what was delivered. You find both in the sidebar under Orders – next to proposals and templates.

Create an order confirmation

  1. 1 Start
    Open “Orders” → “Order confirmations” and click “New order confirmation”.
  2. 2 Details
    Pick the customer and check the date, your contact, the design template, currency and tax treatment. Title, reference and intro text are prefilled and editable.
  3. 3 Line items
    Enter the ordered items with quantity and unit price – just like on an invoice, groups and discounts included.
  4. 4 Save & issue
    Save the draft. “Confirm & issue” assigns the number; you can send the document by email or download the PDF as part of it.

Carry over from a proposal

It is quicker from an accepted proposal: open it, click “More” (…) and choose “Create order confirmation” or “Create delivery note”. Customer and line items are carried over, and the new document stays linked to the proposal. If an order confirmation already exists, Nori opens it – create another one only when the order has changed.

Delivery notes and partial deliveries

Create a delivery note under “Orders” → “Delivery notes”, from a proposal or from an issued order confirmation via “Create delivery note”. Delivery notes list items and quantities only, no prices; the delivery date is part of the document.

If you deliver in several parts, Nori shows per line how much earlier delivery notes already covered and what is still open. “Take everything open” fills in the remaining quantities in one go.

Issue, send, cancel

  • Draft: while a document is a draft you edit it freely or delete it – it has no number yet.

  • Issue: “Confirm & issue” or “Issue delivery note” assigns the number from your number range. The button's menu sends it by email right away, downloads the PDF or just issues it.

  • Send: an issued document can be emailed to the customer or downloaded as a PDF at any time.

  • Duplicate: use an existing document as the starting point for a new one.

  • Cancel: an issued document keeps its number but is no longer valid.

Order confirmations and delivery notes aren't part of every plan. If the area is locked for you, Nori shows which plan unlocks it.

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