Quotes & invoices

Schedule an invoice that repeats (every day, week, month, quarter or year): as a draft to validate or sent automatically by email, with pause and end date.

7 min read

Turn a quote into an invoice in one click: what is copied, what happens to the quote, and the cases where conversion is not offered.

4 min read

Create a supplier purchase order, send it by email, track its statuses, then receive the goods and find the associated expense.

7 min read

When to issue a credit note, the three types offered, creating a draft, issuing, using the credit (apply to an invoice or refund), cancelling, the PDF and returning items to stock.

9 min read

Create the delivery note of an invoice, adjust the quantities delivered, issue it, cancel it and download its price-free PDF.

6 min read

Prepare a priced offer with no accounting value, send it to your customer, then turn it into a final invoice in one click.

5 min read

Create a professional quote, send it to your client and track their response: form fields, numbering, statuses, expiry.

6 min read

Step-by-step guide to creating an invoice: customer, dates, lines, discounts, VAT by rate, notes, then sending.

7 min read

Start from an existing document: what is copied, the number, the dates, the monthly quota, and duplicating purchase orders and expenses.

4 min read

Send an invoice by email from Billora: recipients, subject and message, attached PDF, what changes after sending, email template and what to do if it fails.

5 min read

Give each line a name and a formatted description, choose whether the description prints on the PDF, and organise your documents into sections with subtotals and separators.

8 min read