Add Invoices and Quotations

There are five tabs on the upper right corner in the main window: Documents, Projects, Customers, Tasks and Layout. The first three tabs display a document list which will be filtered by the following criterions:

  1. Left sidebar: Smart folders, projects, customers

  2. Filter bar: Paid and pending invoices. Invoiced and not invoiced quotations

Click the plus button at the bottom of the document list to open the context menu. Choose the desired document type (invoice or quotation) which you want to add. The document will be added with the following rules