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updates:requests-quotes-it-is-now-possible-to-send-invoices-from-leon

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Invoice

Sending the invoice from Leon

Leon allows to send invoices to clients from the REQUESTS/QUOTES panel.

Before using this option you need to configurate EMAIL TEMPLATES for the invoice. You can define as many email templates for Invoice as necessary. Once it's all set up edit the Quote, click a button INVOICE and Leon will show a pop-up window with auto-populated data from Email Templates, according to the template selected in this window (see below).

Leon does not create an invoice itself - you need to manually attach the document. In the future we will add a possibility to generate an invoice straight from Leon.

updates/requests-quotes-it-is-now-possible-to-send-invoices-from-leon.1566295244.txt.gz · Last modified: 2019/08/20 10:00 by bartek