Overview
Generate invoices, offers, dispatch notes, and material paperwork as PDFs from a work order.
Every document in the app is a PDF built from data you have already entered. You do not retype positions, prices, or client details. You pick a document type, check the values on the form, and press generate. The finished PDF gets a number, is stored, and stays attached to the work order it came from.
The document types
| Document | Use it for |
|---|---|
| Invoice | Billing a client, with VAT and payment terms |
| Offer | A price quote before the job is confirmed |
| Invoice Request | A pre-invoice sent for client approval |
| Dispatch Note | Confirming delivery of finished parts |
| Material List | Raw material dimensions and bar stock calculations |
| Material Order | A purchase order sent to a supplier |
| Traveler | The shop-floor sheet that follows one position |
The first six are generated from a work order. The traveler belongs to one position and is generated from that position's own page. Each type has its own page in this section.
Generating one
Open the work order
Go to Work Orders, open the one you need, then switch to the Documents tab.
Press Generate
You get a grid of the six document types with a one-line description of each.
Check the form
The form arrives pre-filled from the job: client address, positions, quantities, VAT rate, and payment due date. Change what needs changing and add notes if you want them printed.
Generate
The app builds the PDF, uploads it, and adds it to the work order's document list. You can view or download it straight from the dialog that appears.
The number is taken as soon as you press Generate
Document numbers run in sequence and are never reused. If you generate an invoice by mistake, that number is spent. Void the document rather than expecting the counter to roll back.
Document statuses
| Status | What it means |
|---|---|
| Pending | The number was assigned but the PDF never finished uploading, usually a dropped connection. |
| Issued | The PDF is stored and available to view or download. |
| Void | Cancelled by an admin. It stays in the list with a Voided badge for your records. |
Only an admin can void a document, and voiding cannot be undone. You can add a reason, which is kept with the record.
Where documents end up
| Where | What you get |
|---|---|
| The work order's Documents tab | Everything generated for that job, filtered by type |
| Storage → Documents | Every document in the organization, searchable and filterable by date |
Before you generate anything
The PDF header and the totals come from your settings rather than the form, so it is worth filling these in once.
| Settings page | What it supplies |
|---|---|
| General | Organization name, address, and tax numbers for the document header |
| Financial | Currency, VAT rate, bank account, payment due days, and the invoice footer note |
| Documents | The prefix, year format, and padding used to build each document number |
How the number itself is built is covered under Settings, on the Document settings page.
Documents count towards your plan
Each generated document counts against your monthly document allowance, and its file size counts against your storage. The Usage page shows where you stand.