Quotes and invoices

An invoice is a formal document that indicates the product/s or service/s that your company will provide, and the amount that your customer has agreed to pay for it. 


It is recommended that invoices in Knack be generated directly from quotes, but there is the flexibility to invoice directly.


It is important to bear in mind that once an invoice is generated, you cannot edit it. (This is another reason why we recommend first creating a quote, in case you need to edit an invoice, it is easier to duplicate and edit a quote). I

If you have made a mistake on an invoice, if necessary, you can void the invoice and create a new one. Void invoices are always traceable and never disappear from the audit trail in the system.

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