Create a document with an invoice

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• If you are a user with the Root or Admin role, you can complete the operation.
• Ordinary users need to have the following permissions on their profile to complete this operation.
  • Allow user to handle Accounts.
  • Allow user to handle Contacts.
  • Allow user to handle Documents.
  • Allow user to handle Documents templates.
  • Allow user to handle Invoices.

You can associate a document with an invoice. If the invoice has already a related order, its details will be available in the document too.

Open the application menu and click on the Invoices item, find and select the invoice you want to associate with the document. Open the form options menu and click on the Create a new document option

Find and select the document template you want to use. Then assign a name for the document.

If the document has labels that refer to the invoice, these will be replaced by values ​​that the invoice contains.

Read about other options when creating documents.

Click the Create document button. A dialog will appear to confirm the operation. Click the Create document button to confirm.