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InvoiceOcean — Feature Requests Invoices & Corrections document flow
grr@quad-industry.com 04.19
document flow Dear Ocean Team. we have following documents in our work Sales documents sequence: Angebot(estimate) > Proforma Rechnung (proforma Invoice) > Rechnung (invoice) > Liefershein Buying documents sequence: Bestellanfrage (quotation request) > Bestellung (Purchase order) > Eingangsrechnung (incoming Invoice) with sales documents we do this in "Income" button. 1. But where i need to make buying documents? in expenses or warehousedocuments? 2. Also, can i make Bestellung (Purchase order) document from the document Proforma Invoice, with saving all product positions inside of the document?
Main response Bagakhuu Nyamsuren !! 2019-04-16 16:34

Dear Ocean User,

  1. You need to create buying documents in expenses.
  2. To make a document based on Proforma Invoice just go to the invoice preview and on top of the menu click “More options” > “add similar” and then change the Kind of document. Also you have an option - Convert to invoice.

Kind regards,
Bagi
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Bagakhuu Nyamsuren !!

Bagakhuu Nyamsuren !!

 Main response

Dear Ocean User,

  1. You need to create buying documents in expenses.
  2. To make a document based on Proforma Invoice just go to the invoice preview and on top of the menu click “More options” > “add similar” and then change the Kind of document. Also you have an option - Convert to invoice.

Kind regards,
Bagi

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