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updates:requests-quotes-panel-invoice-has-been-updated-with-new-options

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updates:requests-quotes-panel-invoice-has-been-updated-with-new-options [2019/11/09 15:44] (current)
bartek created
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 +==== Invoice ====
 +
 +[{{ :​leon:​sales:​Invoice popup.png?​200|Defining an Invoice details & templates}}]
 +
 +[{{ :​leon:​sales:​Invoice Leon default pdf.png?​200|Leon default Invoice pdf template}}]
 +
 +Before using this option you need to set up in [[leon:​documents-manager|Documents Manager]] a new Invoice 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.
 +
 +{{:​leon:​sales:​Invoice pdf tmplates.png|}}
 +
 +You can also configure [[leon:​email-templates|EMAIL TEMPLATES]] for the Invoice in a section Settings > Email Templates - click **ADD TEMPLATE**, select **Quote Invoice** and set it up. You can define as many email templates for as necessary. ​
 +
 +{{:​leon:​sales:​invoice templates.png|}}
 +
 +Once it's all set up, edit the Quote, 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**.
 +
 +Click **DOWNLOAD** icon to preview the template before sending it out.
 +
 +If the quote is created for more than one aircraft, Invoice pop-up will allow to switch between tails and define Invoice items accordingly.
 +
 +{{:​leon:​sales:​invoice multiple tails option.png|}}
 +
 +In case you wish to upload your own template and send it to the client without creating it in Documents Manager, you can use '​Upload files' button in a tab '​EMAIL'​ of the Invoice pop-up window. ​
 +
 +
 +----
  
updates/requests-quotes-panel-invoice-has-been-updated-with-new-options.txt · Last modified: 2019/11/09 15:44 by bartek