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--- updates:requests-quotes-we-have-added-new-features-including-airport-charges-synchronisation-with-the-quote [2020/10/23 11:30]
bartek
+++ updates:requests-quotes-we-have-added-new-features-including-airport-charges-synchronisation-with-the-quote [2020/10/26 07:58] (current)
bartek [Recharge Invoice & Credit Note]
@@ Line 1: / Line 1: @@
 ====== New features in RQ ======
-We have introduced following features in Requests/Quotes:
+We have introduced following features in Requests/Quotes panel:
+  - **'Recharge Invoice' & 'Credit Note' documents**
   - **Uploading Airport Charges to the Quote**
   - **'SEND MESSAGE TO CUSTOMER' function**
@@ Line 8: / Line 9: @@
   - **Auto update of the booked trips**
+---------------
+===== Recharge Invoice & Credit Note =====
+We have added **2** new documents, which can be sent to a client from the **Invoice** section:
+  * **Recharge Invoice** - it can be sent, if there was an extra cost for a service not included in an initial trip cost, i.e. deicing or a limo.
+  * **Credit Note** - it can be sent, if some part of the agreed cost should be returned to client, due to i.e. cancellation of the flight by a client or if the cost of the trip turned out to be lower than the agreed cost and the difference must be returned to a client.
+**First step** to send these documents is adding them in [[leon:documents-manager|Documents Manager]]. Here, click {{:leon:documents-manager:icon 1.jpg|}} and select **Recharge Invoice** and/or **Credit Note**. Added documents need to be published (set filter to 'No' and click the white dot). You can define multiple templates of these documents.
+{{:leon:sales:Recharge in DM.png?nolink|}} {{:leon:sales:Credit note DM.png?nolink|}}
+[{{ :leon:sales:main screen.png?200|Sending 'Recharge Invoice' and 'Credit Note' documents from 'Requests/Quotes' panel}}]
+**Second step** is adding these document in the **Invoice** section of the quote's edition panel. Click a button **+** placed right next to the 'Invoice' button and select documents from the list.
+{{:leon:sales:Plus in Invoice.png?nolink|}}
+It is possible to add more than one 'Recharge Invoice' & 'Credit Note' document when sending Invoice documents to a client, however, each document needs to be sent out separately.
+-----
 ===== Uploading Airport Charges to the Quote =====
 [{{ :leon:sales:a-c:ac2.png?200|'Airport Charges' synchronisation example}}]

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