Create an invoice from the deposit of a quote

Modified on Tue, 27 Feb 2024 at 02:00 PM

Create an invoice from a deposit

From the deposit view :

1. Press create invoice and then press the CREATE INVOICE button

2. View the invoice from the miniature

3. Produce, duplicate or edit the invoice before sending

Primary actions are actions that allow you to modify the status of the document. In the case of a draft document, we will have the following primary actions:

Producing the invoice will move from the Draft stage to the Product stage, the invoice will be available for emailing and will be marked as Product. Press Validate again to save the invoice as a payable (at this stage the invoice can still be edited using the "Edit" button)
Download or send by email, you will have the option of continuing without validating the document, or continuing by validating the document before sending or downloading.
Duplicate the invoice will make a copy
Edit allows you to go back to the modification of the invoice

It is possible to create other documents from an invoice. The creation of a credit note will take the information from my invoice.