Chapter 1. Invoices and Quotations
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Chapter 1. Invoices and Quotations

Table of Contents

The Document View
Document types
Add Invoices and Quotations
Edit Invoices and Quotations
The Edit Mode
Adding Lines
Reposition Lines
Insert articles from the catalog
Creation and Due Date
Assigning Customers
Leaving the Editview
Customized Fields
Dashboard

The Document View

  1. Smart Folders

  2. Filter bar

  3. Document list

  4. Document info panel

  5. Add/remove/edit smart folders

  6. Add/remove documents (invoices/quotations)

  7. Print/duplicate document

  8. Open panel to enter custom fields

  9. Open dashboard to add notes

  10. Click to set another customer

  11. Toggle invoice to paid

  12. View tabs

  13. Search for documents

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Invoice2 User Guide Home Document types