Reneva
Documents
Quotes, pro forma invoices and invoices — from draft to sending.
- Documents overview Quotes, pro forma invoices and invoices - statuses, emailing and invoicing.
- Issuing a document Create documents from Documents, subscriptions and client projects.
- Taxes on a document Taxable amount, Total, surcharge, VAT, stamp duty, withholding tax and Net payable, and how they combine on a document.
- Document list and statuses Read the list, statuses, due dates and payments for documents.
- Partial payments and the remaining balance Split a document into several due dates and follow what is still to collect.
- Correcting or cancelling a document Correct an editable document, use a credit note or cancel a quote.
- Document PDFs and emails Choose the PDF style, prepare email and review sent documents.