From quote to customer invoice
Prepare a sales document and track payments in the CRM.
Find sales
Open Sales, then Quotes or Invoices. These are your business documents for customers; your IVERNEXT subscription invoice is under Account & establishment.
This flow depends on your sector and permissions. Finance and restricted staff or teacher views do not display all these menus.
Prepare and record an accepted quote
You can edit the draft before issuance. Check the customer, lines, quantities, prices and validity date. Use the PDF button to review the document in the displayed language.
Create the quote and review its PDF.
Use Send to move the draft to sent status; separately check that the customer received the document.
Record acceptance once the customer has actually accepted.
Choose Convert to invoice on the accepted quote.
Track the invoice and payment
Open an invoice to view its status and download its PDF. For money received, use Record payment with amount, method and an available reference. This records a payment; it does not charge a bank card.
An issued invoice cannot be edited like a draft. Cancellation requires a reason preserved in the history and PDF. Always check the status after an action before trying again.