Create invoices and quotations
Keep the document, customer and currency consistent. Issuing a document and receiving payment are separate events.
Before you start
Sign in with your own account, select the right business and branch, and check that your role can open the relevant area. Some features require an enabled app and available plan resources.
Follow these steps
- Open the relevant documents workspace and create the supported invoice or quotation type.
- Review the customer, line items, quantities, amounts, currency and terms before issuing or sharing.
- Use the document’s current status and payment history to follow up. Reopen a shared document to confirm the intended version.
Check the result
Reopen the saved record and compare it with the change you intended. A closed window or a success-looking preview is not sufficient confirmation.
If something is not working
If access is missing, ask the owner to review your role and app availability. If saving fails, retain your input, check the connection and inspect the saved record before retrying. For a payment with an uncertain result, check its existing status before initiating another payment.
Availability & important limits
Use only the controls available in your workspace. Availability depends on permissions, enabled apps, your plan and the current environment. This guide does not enable a disabled feature.