User guide

Create and share business documents

Choose the document for the job, rather than changing an invoice to fit everything.

1. Open Documents and choose the document type. Enter the customer or recipient.
2. Choose Select existing products, mark every product you need, then choose Add all. You can also enter lines manually. Check quantities, discounts, prices and optional taxes.
3. Save, review the number and status, then use the available conversion action when the next document is needed.
4. When leaving unfinished work, save a draft, discard changes or continue editing. Preview the PDF, including discounts, before sharing or printing.