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leon:sales [2020/05/22 08:18] rafal [Invoice] |
leon:sales [2020/05/22 14:45] rafal [Invoice] |
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Once it's all set up, edit the Quote that has already been **BOOKED**, click button **INVOICE** and Leon will show a pop-up window where you can select an appropriate Email and Invoice template. Then Invoice details & items should be defined with their Net price and VAT. Below the items list, Leon will show **Total price**. | Once it's all set up, edit the Quote that has already been **BOOKED**, click button **INVOICE** and Leon will show a pop-up window where you can select an appropriate Email and Invoice template. Then Invoice details & items should be defined with their Net price and VAT. Below the items list, Leon will show **Total price**. | ||
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+ | **Three fields with dates** are available in the document: | ||
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+ | * **Invoice Date** - date of invoicing | ||
+ | * **Issue Date** - date of issuing the Invoice | ||
+ | * **Due Date** - due date of the payment. If this field is left blank, Leon will assume 10 days in advance from the ' | ||
Click **DOWNLOAD** icon to preview the template before sending it out. | Click **DOWNLOAD** icon to preview the template before sending it out. |