Visma eAccounting Standaard
Create invoice from quote
- Select Sales - Quotes.
- Select the quote you want to invoice from the list under Quotes in progress.
- Select Actions - Convert to invoice to create an invoice based on all information from the quote.
Add an article line by pressing Enter or clicking on the plus button at the end of the article line. Delete an article line by clicking on the minus button. To add a text line, click on Add new text row. You can change the order of text and article lines by clicking on the three dashes and using drag and drop to move the line where you want it.
- Do one of the following when you are finished with the invoice:
| Post to ledger and send by email | The invoice is automatically sent to the email address specified for the customer in the customer register. The subject field is pre-filled with the invoice number. The invoice is saved under Unpaid sales invoices. |
| Post to ledger and create PDF | The invoice opens as a PDF and can be printed out. The invoice is saved under Unpaid sales invoices. |
| Post to ledger and send e-invoice | The invoice is sent to the customer electronically via the Visma AutoInvoice service. The invoice is saved under Unpaid sales invoices. |
| Save draft | The invoice |
Field explanations
Preview
If you want to see what the invoice looks like, you can preview it before it is sent
EU intermediary, VAT triangulation rules apply
Check the EU intermediary, VAT triangulation rules apply box if the invoice relates to triangulation.
The column is shown if you checked the EU intermediary, VAT triangulation rules apply box under Settings - Company settings - Invoice settings.
Related topics
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Quotes |
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Create quote |
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Copy quote |
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Accept quote |
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Delete quote |
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Create order from quote |