How can I create a Shipping Note or a Proforma Invoice?

This guide explains how you can utilize the Estimates functionality to create documents such as Shipping Notes or Proforma Invoices.

Create a custom document type

First of all, we need to create a custom document type that must be applied to your Estimates.

From the main menu select Settings -> Document types -> Add. Fill in the fields as shown in the image below. Make sure to adjust the title to suit your needs (e.g. "Proforma Invoice" instead of "Shipping Note").

You can optionally set this to be the default document type, so that it is pre-selected whenever you create a new Estimate. Finally, click Save at the bottom of the page.

Create your first Shipping Note

From the main menu select Estimates -> Add. Make sure the Shipping Note document type is selected and fill in the remaining fields. If you're not sure how to proceed with filling out the estimate form, please see this article.

Once the Shipping Note has been issued, you may later invoice it with just a few clicks.