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--- updates:requests-quotes-we-have-added-new-features-including-airport-charges-synchronisation-with-the-quote [2020/10/23 19:59]
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 15: / Line 15: @@
 We have added **2** new documents, which can be sent to a client from the **Invoice** section:
-  * **Recharge Invoice** - sent if there was an extra cost for a service not included in an initial trip cost, i.e. deicing or limo.
+  * **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** - sent to a client, 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.
+  * **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 issue these documents is adding it 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.
+**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.
+**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|}}

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