Documents

View: See all your documents in one central place.
Edit: Update and change your documents anytime, anywhere.
Organize: Use folders and tags to keep your documents structured and easy to find.
Create: Create new documents directly within the application.
Search and filter: Quickly find the documents you need with our powerful search and filter functions.

The "Documents" area covers four document types: Quotes, Invoices, Credit Notes, and Delivery Notes. Completed transactions can also be found in the Archive.

When creating a new document, you can select an existing customer using the search function in the Customers section, or create a new customer directly with the 'Create Customer' button, which automatically adds the new customer to your customer list. Billing and shipping address, payment terms, header and footer, shipping, and the individual line items can all be freely adjusted while editing a document; these changes only affect that particular document, not your customer data in the 'Customers' section.