We have a magical button on our website which creates Cash receipts and turns orders to quotes, quotes to invoices and invoices to delivery notes. Preview a document and click on Create button in the upper left corner.
- Create a cash receipt: Just add (partial) payment to an invoice, then click Create and choose Cash receipt
- Create order, proforma invoice and invoice from Estimate
- Create delivery note and credit note from Invoice
- Create proforma invoice, invoice and delivery note from Order
- Create invoice and delivery note from Proforma invoice
Note: If you can't see some of the options above it's either not available or you've already used that option in the past on this document