Convert a receipt into a full invoice
Sometimes, after issuing a receipt to a customer, they may request a full invoice containing all their detailed tax information. Converting an already issued receipt into a full invoice is a straightforward process in Quaderno that you can perform by following these steps:
- Access the receipts page and select the specific receipt you wish to convert.
- Within the receipt view, select the option Convert to invoice.
- Complete your customer's billing details (full name or company name, tax ID, address, etc.). Make sure all tax information is correct and complete.
- Once the data is entered, click Convert to invoice .
Once the process is complete, Quaderno automatically manages the following documents, ensuring the accuracy of your and your customer's accounting:
- A credit note is automatically created to void and cancel the tax effect of the original receipt.
- A new full invoice is generated with the same amount and taxes, but now including all the tax information you just provided.
The new full invoice will be ready to be sent directly to your customer from Quaderno.