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updates:requests-quotes-new-features-introduced-to-this-panel

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updates:requests-quotes-new-features-introduced-to-this-panel [2020/05/22 14:20]
rafal created
updates:requests-quotes-new-features-introduced-to-this-panel [2020/05/22 14:48]
rafal
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   - **Possibility of importing 'Airport Fees' from the file**   - **Possibility of importing 'Airport Fees' from the file**
   - **Changes to 'INVOICE' section of the quote**   - **Changes to 'INVOICE' section of the quote**
 +  - **Sales documents include request number in the file name**
  
  
Line 31: Line 32:
  
 === 2. Change to invoice section === === 2. Change to invoice section ===
 +[{{ :leon:sales:Invoice popup 2.png?200|Defining an Invoice details & templates}}]
  
  
 +We have amended the way the dates are displayed in the 'INVOICE' section of the quotation.
 +
 +**Three fields with dates** have been added:
 +
 +  * **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'
 +
 +These 3 fields will also display in the Invoice document.
 +
 +Once the Invoice **is sent** to a Client, the 'Invoice.pdf' document is available in the **Report Wizard** scope 'Invoices'. There we added a column called **'Invoice PDF'** which contains a link to the particular invoice on the server.
 +
 +{{:leon:sales:Invoice pdf.png?nolink|}}
 +
 +**The file is available on the server for a limited time only due to AWS restrictions.**
 +
 +=== 3. Request included in file name ===
 +
 +Sales documents will now include Request number in the name of the file as per below screen:
 +
 +{{:leon:sales:File with RQ no.png?nolink|}}
updates/requests-quotes-new-features-introduced-to-this-panel.txt · Last modified: 2020/05/25 11:10 by bartek