Freeform Document

General description #

The freeform document module in Qbil-Trade allows you to create documents with free text and without ANY predefined columns or fields. You can use this module to create a document where any free text per your requirement can be entered. The document can be later printed or mailed (to the relation selected directly).

Example of creating a new free form document

Create a new freeform document #

  1. Click or Press “+” on the freeform search screen.
  2. Enter the mandatory fields and required text in the editor.
  3. Click or Press “Save”, and a freeform document is created.

The Freeformdocumentnumber field will be disabled until you save the document. This number will be generated by Qbil-Trade immediately after saving the document.

What are your feelings
Updated on September 19, 2024

FAQ'S

Accounts and Financial

  • Unable to find invoice for export in current month

    Invoices are displayed on the export screen in a particular month. The month of the invoice is taken from the invoice date and not from another date, such as the due date.

    The invoice date is therefore leading in terms of month for export periods. For example: Invoice date 22-05-2022 and due date 15-06-2022. This invoice will appear in the export under the month May.