📤 Send quotations or invoices
It is possible to send an invoice or quote using several methods: by post, by email or by SMS.
Difference between quote and invoice
If the order has not been validated, a quote will be sent. Otherwise, an invoice will be sent.
Shipping Methods
To send an invoice:
- Use the submit button at the bottom of the ticket or in the main actions.
- Add custom buttons in the actions configuration page: Send by SMS, Send by mail, Send by email.
You can enable an option in the configuration to automatically send the invoice after order validation.
Necessary credits
Sending by SMS or postal mail requires the purchase of credits (via the Account page).
Customer contact details
If a customer account is associated with the order, their contact details will be used for shipping: email, address or telephone number.
Authenticity of documents
Submitted PDFs are digitally signed to ensure their authenticity.
Securing supporting documents
- Any reprinted receipt will be marked 'duplicate'.
- Each upload or download is saved server-side (not editable).
- The 'duplicate' field is automatically positioned when sending or downloading.
- All shipping methods follow the same traceability rules.
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licence Creative Commons Attribution 4.0 International (CC BY 4.0) .