New Quotes, Orders & Invoices

Before you create your invoice there are a few simple steps to follow:

1. Create a new customer
2. Create a product

Once you have completed these steps you are ready to start!

In order to create a new document:

1. Click the highlighted icon (shown below) to the right of your customer ‘New quotation/ order/ invoice’]
   
2. If the default customer setup has ‘Option upon creation’ checked, a status pop-up box will appear:
   
3. Tick the box against the document you wish to create: a Quotation, Order or Invoice. The system will offer you the current date - you can change this if necessary.

Learn more about creating:

• A quotation
• An order
• An invoice

You can also raise invoices in different currencies, send partial invoices, give your customers credit limits, etc. The following links show you how to get the best out of your invoicing:

• Upgrade a customer order to a supplier order
• How to create a partial invoice
• Creating a euro invoice
• Entering a credit limit
• Attaching documents to your invoice
• Creating a credit note
• Create a contact person
• Create a delivery location
• Delete or bar multiple customers
• How to hide/show barred customers