Invoicing & quotes

Create, validate and send quotes, invoices and credit notes.

1. Create a quote or an invoiceCreate a quote, invoice or order from Sales Management: the draft is saved automatically and has a provisional reference.
2. Validate an invoice or a quoteValidate a document to assign its final number: it can no longer be edited and can be sent to the customer.
3. Preview, print and send a documentView the PDF preview of a quote or invoice, then download it, print it, or send it to the customer by email or WhatsApp.
4. Convert a quote into an invoice or an orderConvert a validated document into the next document (quote into order or invoice, order into delivery note or invoice) without re-entering the lines.
5. Correct a validated invoice with a credit noteA validated invoice cannot be edited or deleted: correct it with a partial credit note, or cancel it entirely with a credit note, giving a required reason.