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 an order, a pro forma invoice and an invoice from an estimate
- Create a delivery note and a credit note from an invoice
- Create a pro forma invoice, an invoice and a delivery note from an order
- Create an invoice and a delivery note from a pro forma invoice
Note: If you can't see some of the options above it's not available, or you've already used that option in the past on this document