Printing & emailing documents
PDFs for invoices and bills, plus attaching supplier originals.
Open a confirmed invoice and choose PDF to get a clean A4 document with your company letterhead, bank details and totals - print it or save it.
Product codes
Invoices, credit notes, quotes, sales orders, vendor bills and purchase orders print the product code of every stock item in a Code column, so whoever reads the document can check exactly which product was sold or bought - two products can have the same description, never the same code. Services and free-text lines leave the cell empty, and a document with no stock items on it has no Code column at all.
The lines are not numbered on these documents: the room goes to the description and the figures. The packing slip keeps its line numbers, for ticking off in the warehouse.
Vendor bills & original documents
A vendor bill is a document you received, so you can upload the supplier's original file (PDF, DOC, DOCX or image) on the bill. When an original is attached, the Document button shows it instead of our generated PDF; with no original, you still get a generated one.
Add your SMTP server under Settings → Email and send a test to check it. This is the groundwork for emailing invoices to customers.