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. Select existing products or add the required lines. Check quantities, prices, optional taxes and the fields specific to that document.
3. Save, review the number and status, then use the available conversion action when the next document is needed.
4. Preview the PDF before sharing or printing. Keep related documents together for future reference.