Creating and managing documents

This section provides details about the actions taken to create and manage documents.

How to add despatch locations to invoices from the Company Profile

The despatch location is a piece of information about the place where your goods are shipped from. It contains details like the country, tax ID, and company name. This feature is useful when you are sending goods from a different location than your branch address. These locations are usually called...

173 0 Created on 2022-09-22 08:45:51; Last updated on 2022-09-22 08:45:51

How to use Proforma Plans for recurring invoices

Proforma Plans can help you automate the payment of recurring invoices and credit notes for spend types where you can predict the amount, content, and frequency. Examples of recurring invoices include phone bills, utilities, leasing agreements, licenses, rent, etc. This type of invoicing is often re...

108 0 Created on 2022-09-29 12:14:17; Last updated on 2022-09-29 12:14:17