You can create invoices from other documents such as Purchase orders, Pro forma invoices or Estimates/Quotes.

Note: 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.

Hint: If you don't see the button or the option to create an invoice, then you've already did it in the past. Check your document history on the Billdu website for more details.

MOBILE APP

  • 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

  • A new invoice window appears with the data from the previous document

  • You can change any data at this point

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

WEBSITE

  • 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

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