Reneva
In Documents you find quotes, receipts and invoices, archived and numbered. Issue them with New document, or from the subscription and client project records with Create document, which brings line items and amounts already filled in. A click on the row opens the document: in edit mode when there is still something to correct, otherwise on its card. How to issue: Issuing a document.
The life of a document
Issuing a document moves the subscription or client project it comes from: you follow its life with the label at the top of the record and the Collection column in the lists.
| Status | What it means |
|---|---|
| Draft | in preparation, not yet issued |
| Quote created | there is a quote, and no document asking for payment yet |
| To collect | issued, payment is pending |
| Overdue | the payment date has passed with no collection: on the document it stays To collect in red with "overdue by N days" below; on a quote it is the reason inside Lost |
| Partially paid | a deposit was collected, the balance is missing |
| Paid | closed: fully collected |
| Reversed/Cancelled | cancelled or reversed with a credit note |
Example: you generate the pro forma for Rossi Srl's annual fee from the subscription with Create document, send it by email from the app and mark it paid when the transfer arrives: the collection on the linked subscription closes too, one action for two records.
How statuses read
The words are the same whatever the origin (Reneva or Fatture in Cloud): a quote moves the record to Quote created, while a pro forma, an invoice and an order move it to To collect (the pro forma already asks for payment, the quote is still a proposal). Reneva says created and not "sent" because it only knows the document exists: if you send it from another portal, the sending happens outside Reneva. A cancelled quote no longer counts.
Emailing and the look of documents
Documents are sent to the client from the app. From Settings → Email and alerts → Due dates you customize the email text; from Settings → General → Appearance you choose colors, font and logo size and preview the PDF. The logo is uploaded in Companies, field Company logo.
E-invoicing
To issue electronic invoices and have them reach the Revenue Agency, configure native issuing in Document issuing. Sending to SdI depends on the company's channel:
- Fatture in Cloud — documents already acquired keep their stored outcomes; new issuing from there has been retired.
- Reneva — follow the transmission path required for your company and update the document status.
The full picture is in Issuing a document. Without any connection, quotes, pro forma invoices and receipts remain complete and ready to send.