Quotes & Invoicing

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Creating a sales invoice
⇄ Applicable to: invoicing, quotes, customers, products, services, bundles, consolidation Navigate to Financial documents > Sales and click on New invoice TEMPLATE For the layout of invoic...
Fri, 17 Jun, 2022 at 11:42 AM
Creating a quote
⇄ Applicable to: invoicing, quotes, customers, products, services, bundles Navigate to Operational documents > Quotes and click on New quote TEMPLATE For the layout of quotations, your def...
Tue, 21 Jun, 2022 at 4:17 PM
Upload purchase invoices
⇄ Applicable to: invoicing, suppliers, connections, payments Navigate to Financial documents > Purchase and click on Upload documents You will be navigated to Depot, where all document proc...
Wed, 10 Aug, 2022 at 1:39 PM
Creating a credit note
⇄ Applicable to: invoicing, customers, products, services, bundles, consolidation Navigate to Financial documents > Sales and click on New credit note TEMPLATE For the layout of credit not...
Fri, 17 Jun, 2022 at 11:54 AM
Send documents
⇄ Applicable to: quotes, invoicing, connections, customers, leads Choose the document (e.g. quote, invoice, ...) you wish to send by ticking it and click on Send at the bottom of the screen. - ...
Wed, 10 Aug, 2022 at 2:06 PM
Creating a sales invoice from a quote
⇄ Applicable to: quotes, invoicing Navigate to Operational documents > Quotes Choose the offer you want to convert into an invoice by selecting it and click on Create Invoice. - or - Click ...
Mon, 11 Jul, 2022 at 4:24 PM