Quotes & Invoicing

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Download documents
⇄ Applicable to: quotes, invoicing, files Choose the document (e.g. quote, invoice, ...) you wish to download by ticking it and click on Download at the bottom of the screen. - or - Click on th...
Wed, 2 Nov, 2022 at 5:13 PM
Creating a sales invoice from a quote
⇄ Applicable to: quotes, invoicing Navigate to Quotes > Sales. Choose the quote you want to convert into an invoice by selecting it and click on Create Invoice. - or - Click onand click on ...
Wed, 2 Nov, 2022 at 5:16 PM
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, 2 Nov, 2022 at 5:14 PM
Creating a credit note
⇄ Applicable to: invoicing, customers, products, services, bundles, consolidation Navigate to Invoices > Sales and click on New credit note TEMPLATE For the layout of credit notes, your de...
Wed, 2 Nov, 2022 at 5:16 PM
Processing purchase invoices
⇄ Applicable to: invoicing, suppliers, connections, payments Navigate to Invoices > Purchase and click on Upload documents You will be navigated to Depot, where all document processing is d...
Wed, 2 Nov, 2022 at 5:15 PM
Creating a quote
⇄ Applicable to: invoicing, quotes, customers, products, services, bundles Navigate to Quotes > Sales and click on New quote TEMPLATE For the layout of quotations, your default template is...
Wed, 2 Nov, 2022 at 5:15 PM
Creating a sales invoice
⇄ Applicable to: invoicing, quotes, customers, products, services, bundles, consolidation Navigate to Invoices > Sales and click on New invoice TEMPLATE For the layout of invoices, your de...
Wed, 2 Nov, 2022 at 5:15 PM