Generate an Invoice from a Quote in the Sales app

You can now download an invoice as a PDF file, that is automatically generated from a Quote in the Upvise Sales app. You can also send this PDF file by email to your customer. You will automatically receive a copy of the email at the email address of your Upvise account.

This functionality works both on your phone and in your web account.

You can edit the invoice header with your company information: address, registration number, etc.., as well as specify your payment terms that will be displayed in the invoice.

The customer address is copied over from the Company that is linked to the Quote.

On your phone, the invoice PDF file is downloaded from a link in phone’s built-in web browser and can be opened on the device, if you have a PDF viewer installed (e.g. Quick Office).

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