Documents
Create and manage invoices, quotes, receipts, and purchase orders.
Documents
Use Documents to create invoices, quotes, receipts, and purchase orders.
General Steps
- Click “Create” to make a new document of the current type.
- Use the three‑dot menu on a row to view, edit, send, record payment, or delete.
- Select multiple rows to delete or export them.
Invoices
| Action Buttons | Context Menu | Modals & Sheets |
|---|---|---|
| Create Invoice | Edit, Record Payment, Send Email, View PDF, Payment Link, Delete | Document Form (add/edit), Delete Confirmation, Bulk Delete Confirmation, Record Payment Dialog, Payment Link Dialog, PDF Viewer |
Quotes
| Action Buttons | Context Menu | Modals & Sheets |
|---|---|---|
| Create Quote | Edit, Convert to Invoice, View PDF, Delete | Document Form (add/edit), Delete Confirmation, Bulk Delete Confirmation, PDF Viewer |
Receipts
| Action Buttons | Context Menu | Modals & Sheets |
|---|---|---|
| Create Receipt | Edit, View PDF, Delete | Document Form (add/edit), Delete Confirmation, Bulk Delete Confirmation, PDF Viewer |
Purchase Orders
| Action Buttons | Context Menu | Modals & Sheets |
|---|---|---|
| Create Purchase Order | Edit, Invoice Tenant, Quote Tenant, View PDF, Delete | Document Form (add/edit), Delete Confirmation, Bulk Delete Confirmation, PDF Viewer |
Tips
- Export saves a CSV file of selected documents with totals and status.
- Payment Links appear only when enabled for your account.