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leon:sales [2020/05/11 07:03]
bartek
leon:sales [2020/05/22 14:45] (current)
rafal [Invoice]
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 ==== Invoice ==== ==== Invoice ====
  
-[{{ :​leon:​sales:​Invoice popup.png?​200|Defining an Invoice details & templates}}]+[{{ :​leon:​sales:​Invoice popup 2.png?​200|Defining an Invoice details & templates}}]
  
-[{{ :​leon:​sales:​Invoice Leon default ​pdf.png?​200|Leon default Invoice pdf template}}]+[{{ :​leon:​sales:​Invoice Leon default ​2.png?​200|Leon default Invoice pdf template}}]
  
 Before using this option you need to set up in [[leon:​documents-manager|Documents Manager]] a new template **QUOTE INVOICE** - you can set up multiple different templates and re-arrange them the way you want (using HTML & CSS). You can also use Leon default template pdf. Before using this option you need to set up in [[leon:​documents-manager|Documents Manager]] a new template **QUOTE INVOICE** - you can set up multiple different templates and re-arrange them the way you want (using HTML & CSS). You can also use Leon default template pdf.
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 {{:​leon:​sales:​invoice templates.png|}} {{:​leon:​sales:​invoice templates.png|}}
  
-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 listLeon 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.1589180610.txt.gz · Last modified: 2020/05/11 07:03 by bartek