To create these documents we'll follow the same steps as when making quotes.
At the top right you’ll see the + button that lets us create these different documents. You can pick between different boats, clients, tags, series, and templates.
The rest of the options are pretty much the same:
On the left, info about that delivery note/proforma
Series selection
Assign materials
Add images in each section
Move lines and sections
Add documents
We can create as many proformas and delivery notes as we need so we can later add them to invoices or include them in the same delivery notes or proformas.
Invoices are basically handled the same as any other document, but because of the new Verifactu rules, once invoices are issued, you can't edit or delete them. If you want to make a change or if there's a mistake, you'll need to make a corrective invoice or a refund.
