Invoice a month of delivery notes with the TD24 deferred invoice
9 min read
Group a month of sales delivery notes (DDT) into one TD24 deferred invoice per customer, from the delivered goods to the SDI submission.
What it's for
Through the month you deliver goods to customers and issue a DDT (delivery note) for each shipment: it's the fastest way to move goods without stopping to invoice every single delivery. At month end, instead of turning every delivery note into its own invoice, SamBooks lets you group them into one deferred invoice per customer — the TD24. It behaves like any other sales invoice: it starts as a draft or ready, without a number until you actually send it, and you transmit it to SDI the same way you would any other invoice.
Before you start
- The delivery notes must already be issued ("Emesso"): a draft DDT never shows up as invoiceable, only issued ones (with stock already deducted) enter the grouping.
- The DDT's transport reason must be "Vendita" (Sale): the other reasons in the standard list (processing, storage, transfer, repair, goods on approval, warranty replacement, return) don't feed deferred invoicing, because they aren't sales.
- The customer record must carry everything a numbered invoice needs: legal name, VAT number or tax code, address, postal code, town and — if Italian — province. With incomplete customer data that customer's group is skipped, with the exact reason.
- If the DDT comes from fulfilling a sales order, price, discounts and VAT rate are inherited automatically from the order line. If the DDT is direct (created without an order), the line needs its own price set directly on it, or that DDT is left out of the batch.
- If you turned on "Invoice only after confirmed delivery" under Settings → Fiscal profile, only DDTs with confirmed delivery (proof of delivery) are invoiceable in TD24; the rest stay pending.
Step by step
1. Through the month: issue the delivery notes
Create the DDT from the "New sales delivery note" wizard (from one or more orders, or manually) and move it to "Issued": that step is what deducts warehouse stock and fixes the delivery date you'll later group by. Before issuing, double-check package count, gross weight, net weight, volume and goods appearance, in the wizard's second and third steps ("Transport" and "Summary"): once the DDT exists, even as a draft, those fields become read-only in its detail view. If you spot a mistake there afterwards, there's no way to fix it in place — you have to delete the DDT and issue a new one with the correct data. Transport reason, carrier, plate, trailer plate, driver and transport start date/time stay editable at any time, even after issuing, from the "Edit" button in the Transport section of the detail view. A delivery note counts as issued once it shows the "Issued" status in the delivery notes list.
2. At month end: open "Invoice from DDT"
Open Sales invoices in the left-hand menu — the "Outbound invoices" list — and press "Invoice from DDT" in the top toolbar: it opens the "Deferred invoicing from DDT (TD24)" page. Generating a TD24 batch requires a Manager or Administrative role, like the rest of the Invoices area: a user with the Logistics role doesn't reach this area at all (their scope is warehouse, delivery notes and shipments), while a Viewer can see the page but not press the generate button.
3. Filter and select the delivery notes to invoice
The table only lists sales delivery notes that are issued, carry the "Vendita" reason, and aren't linked to an invoice yet. Narrow it down with the Customer filter (search by name), Delivery from / Delivery to (typically the month you just closed) and Destination (town); Clear filters resets everything. Columns show DDT, Date, Customer, Transport reason and the number of Lines. Check the delivery notes you want to invoice, or the Select all checkbox at the top of the table. If there's nothing to invoice you'll see "No sales delivery notes to invoice."
4. Check the grouping preview
As you select delivery notes, a preview appears showing how many invoices will be created, with one row per customer-and-delivery-month group. Grouping is automatic and can't be overridden by hand: SamBooks creates one invoice for every combination of customer and delivery month. Select DDTs from two different customers, or from the same customer but two different months, and you'll get two (or more) separate invoices — never a single invoice mixing them.
5. Set the date and generate
Pick the Invoice date (today by default) and press "Invoice selected". SamBooks only accepts a date between the last delivery of the group and the deadline by which a deferred invoice for those deliveries must be issued (the 15th of the following month): move the date outside that window and the whole group is skipped, with the exact reason shown in the outcome.
6. Read the outcome
An "Issued invoices" section lists a link for every TD24 invoice just created (customer and total), and — if any DDT was left out — a "Delivery notes not invoiced:" list with the precise reason for each one. Nothing ever fails silently.
Never miss a DDT to invoice
You don't have to remember which delivery notes are still pending on your own. Under Settings → Fiscal profile, in the "Deferred invoicing (TD24)" card, pick a reminder cadence: "Manual" (no reminder, the default), "Monthly" (one reminder at the start of the month), or "Fortnightly" (two reminders, on day 1 and day 16 — handy if you invoice in two tranches a month). When there are DDTs still to invoice you get a notification in the notification center with the count of delivery notes and customers involved, and a direct link to the TD24 page. On top of that, regardless of the cadence you picked, if by the 15th of the month you still have uninvoiced DDTs from an earlier month, you get a high-priority alert anyway: SamBooks doesn't let that risk slide even with the periodic reminder switched off. You can always check manually too: under Sales delivery notes, filter by Status = "Issued" to see every delivery note still waiting to be invoiced, or just ask Sam.
Cases the automatic batch can't handle
- Lines at 0% VAT (exempt or non-taxable): the automatic batch doesn't carry the VAT nature code for lines inherited from an order, so a DDT with such a line is left out, with the reason stated; invoice it manually from "Import from order" or from a new invoice.
- Direct DDT without a price on the line: if the DDT doesn't come from an order and the line has no price of its own, there's no price to start from, and the reason says so explicitly.
- Deactivated customer or incomplete customer record: that customer's group is skipped until you complete the missing data in the address book.
The visible link between the invoice and the delivery notes
As soon as you generate the TD24 batch, the selected delivery notes are reserved to the new invoice and disappear from the list of still-invoiceable DDTs, so you can't select them twice. Their status under Sales delivery notes, though, stays "Issued": it only moves to "Invoiced" once you actually transmit the TD24 to SDI, not before. It's the same rule as for ordinary invoices: creating a draft isn't the same as issuing it. On the TD24 invoice, every line's description carries the originating DDT (number, year and date), so the link stays visible at a glance; in the electronic file sent to SDI, each summarized delivery note also appears as its own block with the delivery note's number and date.
After generating: send the TD24 to SDI
The TD24 page only creates the invoices — it doesn't send them. Each invoice starts as "Ready" or "Draft" depending on whether the data is complete, exactly like a hand-created invoice. Open each one from the outcome link (or from the "Outbound invoices" list) and send it to SDI the same way you would any other invoice, as described in Send an invoice to the Interchange System (SDI).
Ask Sam
You can hand the whole selection step to Sam: "which DDTs do I still need to invoice from last month?" returns the current list of invoiceable delivery notes; "generate the TD24 deferred invoices for June's delivery notes for customer Rossi" creates the invoices exactly as the web page would, delivery notes included. Both paths are equivalent and use the same grouping engine. The one step Sam can't do for you is sending to SDI: that always needs your explicit confirmation on the invoice's detail page, even for an invoice Sam created.
If something goes wrong
- "No sales delivery notes to invoice.": either you haven't issued any DDT for the chosen period yet, you've already invoiced all of them, or their transport reason isn't "Vendita".
- An issued DDT doesn't show up in the list: check the date, customer and destination filters; if "Invoice only after confirmed delivery" is on, check whether the recipient has already confirmed receipt.
- The generated invoice stays in "Draft": required customer or company data is missing; the panel on the invoice detail page lists exactly what to complete.
- I got packages, weight or volume wrong on a DDT I already created: they're no longer editable there — delete the DDT (if it isn't invoiced yet) and recreate it with the correct data.
- The TD24's payment account has no IBAN: the invoice always inherits the default account from the customer record, not from the individual source orders; update the account in the customer record or in Banking before resending.
Frequently asked questions
How do I invoice a month of delivery notes for a customer? Open Sales invoices → "Invoice from DDT", filter by that customer and the period, select the issued delivery notes and press "Invoice selected". A TD24 invoice is created, which you then send to SDI like any other.
What is a TD24 invoice? It's the deferred invoice that summarizes several deliveries (DDTs) for the same customer in the same month into a single document, instead of one invoice per delivery note.
Can I invoice delivery notes for different customers together? You can select them in the same operation, but the system still creates a separate invoice per customer and per month: it never produces a single multi-customer invoice.
The DDT still shows "Issued" even though I already included it in a TD24 batch — did I do something wrong? No, that's expected. Its status only moves to "Invoiced" once you send the TD24 to SDI. While the invoice is still a draft, the delivery note is reserved but its status is still "Issued".
If I forget a DDT, where do I find it? Under "Sales delivery notes", filter by Status = "Issued", turn on the automatic reminder under Settings → Fiscal profile, or just ask Sam.
Can a return or transfer DDT go into a deferred invoice? No: only DDTs with the "Vendita" transport reason feed TD24. A return is handled by the Returns module, which generates the return delivery note — the document that actually puts the goods back in stock — and the linked credit note.
Is the TD24 invoice already sent to SDI when it's created? No: it starts as a draft or "Ready", exactly like a hand-created invoice. Sending is a separate step you take yourself (or Sam, at your request, but always with your final confirmation).
Do I have to invoice every DDT of the month in one single batch? No: you can select only some of the delivery notes and leave the rest for a later batch; they stay visible and issued until you invoice them.