If you want to create a new document, go to the appropriate area. For a quote, for example, go to the section "Sales", then to "Quotes". There, click on "+ New quote".
The generated network link is valid for 365 days and expires after that.
If your end customer still needs the document, you can export it as a PDF and send it using your own email software.
Here is the process:
Settings
You can adjust payment options in "Settings" By default, the price option "gross" (incl. VAT.) is selected. Learn how to adjust the standard settings here in the article "Modify document settings - set standards".
Upload documents
Based on the principle no booking without documentation, you can attach the original invoice from your bexio account as a document. Learn how to do this in the document "How do I upload files?".
When all information is entered, press "Mark quote as pending". The status will then change from "Draft" to "Open".
Further documents
In the same way, you can create other documents such as orders, invoices, purchase orders, and supplier invoices.