User Tools

Site Tools


leon:sales

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision Both sides next revision
leon:sales [2020/05/22 08:18]
rafal [Invoice]
leon:sales [2020/05/22 14:45]
rafal [Invoice]
Line 161: Line 161:
  
 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**.
 +
 +**Three fields with dates** are available in the document:
 +
 +  * **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 'Invoice Date'
  
 Click **DOWNLOAD** icon to preview the template before sending it out. Click **DOWNLOAD** icon to preview the template before sending it out.
leon/sales.txt · Last modified: 2023/12/20 19:13 by rafal