The editor is a canvas shaped like the document: you tap directly on the field you want to change and see the result as you go. It works with every document type: invoices, estimates, proformas, orders, delivery notes, receipts and purchase documents, among others.
Create a document
Go to the list of the document type you want to create, for example sales invoices.
In the list header, to the right of the filters icon, tap the + button. If the list allows several types, the + first opens a menu to choose which one; if it allows only one, it goes straight to the editor.
In the Contact block, tap Tap to select or create and choose Select contact or Create new contact.
In Details, set the date, due date, numbering and payment method.
In Lines, tap Add line for each item. Within each line you can search for a product from the catalog or type a free-text item, and adjust quantity, price, discount, taxes, ledger account and tags.
Review the Totals block, which recalculates on its own.
Save with the floating button.
Each field is edited in a sheet that slides up from the bottom, without changing screens. Lines do open their own screen, because they have subfields.
Configure the document fields
Date and due date
Both fields are in the Details block. Tapping Date shows the shortcuts Today, Tomorrow and Custom. In Due date the shortcuts are terms: 7, 14, 30, 45, 60 or 90 days, or No due date.
Keep in mind that the document date must be the same as or earlier than the due date.
Add discounts
The discount can go per line, within each line's editor, or on the document total. For the global discount:
In the Totals block, tap the Discount row.
Choose Percentage or Amount and enter the value.
Tap Update discount. To remove it, tap Remove discount.
In the totals block, the subtotal is shown gross and the global discount appears afterwards as its own line.
Attach files
In the editor, tap Attach a file.
Choose the source: camera, gallery or phone files.
While it uploads, the file shows Uploading…. You can Replace or Remove the attachment.
Remember that you cannot save with an upload in progress: wait for the file to finish uploading.
More options
In More options you set the language, currency, price list, numbering series, warehouse, tags, internal note, document texts and custom fields. Not every field appears in every document type or every plan.
Keep in mind that the warehouse is locked when editing a document that already exists, because its stock movements are already done.
Review and save the document
See the preview
Tap Document preview.
The app opens the PDF exactly as the customer will receive it.
The preview validates before it is generated: if the contact is missing or the document number is duplicated, the app warns you.
Save the document
Save with the floating button. If your account does not use draft mode, the document is saved directly when you tap.
If your account uses draft mode, a sheet opens with three options:
Approve: the document is issued.
Save as draft: the document stays editable.
Cancel: closes the sheet without saving.
Complete actions from the web
Some actions cannot be resolved from mobile:
If the document requires Verifactu and the operation description or key is missing, saving stops and you have to complete it from the web.
At the end of More options, in the types that support it, Open the full editor appears. Keep in mind that when you continue, the information entered in the mobile editor is lost.