You can create an invoice from other documents such as Purchase order, Pro forma invoice or Estimate.

It's not possible to create an invoice from a Delivery note, because it doesn't contain any prices or taxes. If you'd like to create Delivery notes and Invoices we suggest to create a Purchase order first from which you can create later both.


  • In the Documents section click on Estimates, Orders or Pro forma invoices 

  • A list of documents appears

  • Choose the desired document and click on it

  • A preview appears

  • In the upper right corner you will find a Create button 

  • Click on the button and select Create invoice 

  • A new invoice is created with the order data 

  • Change the date and details if necessary and click Save

or read more here

Note: If you don't see the possibility to create an invoice, then an invoice has been already created in the past. You can check the Timeline to see more details.  


  • In the Documents section tap Estimates, Orders or Pro forma invoices 

  • A list of all documents appears

  • Select and tap the desired document you want to create an invoice from

  • On the lower black bar tap on More 

  • A menu appears

  • Select Create invoice

  • A new window appears with the data from the document

  • You can change the data if you want just as in a regular invoice

  • When you are ready click Save - a new invoice with a new number is created

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