How to create a new document.

Before proceeding with these instructions it is crucial to familiarize yourself with the various sections of the Document page (i.e. toolbar, blue ribbon, document variables and the table). If you are not yet acquainted with this information, please click here.

The instructions that follow are applicable to the creation of any of the listed document types. :

Quotation
Invoice
Receipt
Purchase order
Goods received note
Credit note
Stock transfer order
Stock transfer form
Stock adjustment