Accounting documents
Overview and download instructions for accounting documents
Manage the sales and accounting side of the business with these accounting documents.
Manage quotes, and request payment for orders without having to wait for jobs to be entered into your accounting system.
How to download the documents
Note: Each document is available only after the quote progresses through each stage.
The quote document is available once the quote is calculated (showing a price).
The proforma invoice document is available once the quote is ordered.
The tax invoice document is available once the quote has been invoiced.
To change the status of a quote, calculate it and then use the Actions drop-down to progress it through each stage.
There are two options to download these PDFs.
Option 1
On the main quotes page, you can find a download icon located on the right-hand side of each quote. By clicking on it, you can select the specific document that you want to download. Once you've made your selection, a new tab will open in your browser and the document will start downloading.
Option 2
On the main quotes page, select the 'quote ID'.
Using the 'DOWNLOAD' button you can select the specific document that you want to download. Once you've made your selection, a new tab will open in your browser and the document will start downloading.
Overview of the documents
Quote
Present a professional, clear, and informative quote to your customer with your branding and the necessary details to win the job.
Order confirmation
Automate order confirmations to keep all stakeholders informed with details on order, delivery date, and total price.
Proforma invoice
The proforma invoice is the document to send your customers when you require payment upfront to confirm the order.
This document is available after the quote has been moved to the Issued status. Once the quote has been issued, you can open and download this document from the Download button inside the quote, or from the download icon on the quotes list.
After the customer pays you to confirm the order, you can move the quote to the Ordered status for production.
Tax invoice
The tax invoice is the document to send your customers when you require payment for the job after it has been completed.
This document is available after the quote has been moved to the Invoiced status. Once the quote has been moved to this status, you can set the due date for the invoice and open and download this document from the Download button inside the quote, or from the download icon on the quotes list.
Last updated
