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--- leon:sales [2020/05/22 08:18]
rafal [Invoice]
+++ leon:sales [2020/06/06 07:58]
rafal [Details of the Request]
@@ Line 57: / Line 57: @@
   * **Assignee** - a person who is designated to work the quote.
   * **T/O & LDG emails** - client representative's email address to which Leon should send MVT emails (or client's if Representative is not selected). Can be deleted or overridden by manual entry.
+=== Adding a new client/representative ===
+[{{ :leon:sales:adding-company-person.png?200|Adding a new client (company or person)}}]
+It is now possible to **add a new client** (a company or a person) straight from **REQUESTS/QUOTES** panel, as well as adding a client's representative.
+When creating a new quote, click a **+** icon right next to the 'Requested by' field.
+{{:leon:sales:adding client.png?nolink|}}
+Leon will show slightly different windows if a new client is a **company** and a different one if a new client is a **person** (see screenshot on the right).
+Once a new client has been added it will be stored in Leon for future usage and its profile is also created in the [[leon:phonebook|Phonebook]]
+{{:leon:sales:new client in PB.png?nolink|}}
 ----
@@ Line 161: / Line 179: @@
 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.

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