To create a new document using an existing document or template:

1. Click the [Generate From…] button at the top right corner when creating a new document.
   
2. A dropdown menu will display all available document types.
3. Select the desired document type from the dropdown menu.
4. The software will display a list of documents matching the selected type for you to choose from.

Updating Source Document

After selecting a source document from the list, you can load its details into the new document. Below the document list, additional options allow you to manage the source document:

• Update Status: Change the status of the source document.
• Color Highlights: Modify the color highlights of the source document.

These options streamline document management by allowing you to update statuses directly during the generation process.
 

Special Case: Creating a Receipt from an Invoice

Creating a receipt from an invoice is a specific use case of the “Generate from Other Document” feature, offering unique functionality for handling invoices.

Selecting Invoices
When generating a receipt from invoices, you can choose between two modes: “Single Select” and “Multiple Select“, at the top right corner.

• Single Select: When selecting a single invoice, the software copies all line-item details from the invoice to the new receipt. This ensures the receipt accurately reflects the invoice’s contents.
  
• Multiple Select: When selecting multiple invoices, the software loads a summary about payments received of the selected invoices. For example, if two invoices are selected, the content in the receipt will display as:
  Payment for invoice INV001 (dated 27-05-2023) $1000
  Payment for invoice INV002 (dated 03-06-2023) $500
  This provides a clear, consolidated view of payments for efficient receipt creation.
  

 
Recording Payments
In addition to updating the source document’s status and color highlights, you can record payments received for the source invoices. To do so:

1. Enable the payment recording option at the bottom of the document list.



2. Specify the payment received details:



3. Save the payment details to update the source invoices.

This feature significantly improves workflow efficiency by allowing to manage invoice payments directly while creating receipts, ensuring accurate tracking of customer payments.

The post Generate from Other Document appeared first on EasyBilling Help Center.

Creating a document from a different document type

If you need to generate a document, such as an invoice, based on another type of document, like a quotation, you can utilize the [Generate From…] button within the document.

Let’s take the example of generating an invoice from a quotation:

1. Start by creating a new invoice.
2. Within the Invoice window, locate and click the [Generate From…] button at the top right corner.
   
3. A document list will appear, allowing you to select the source quotation from which you want to load information.
   
4. After selecting the desired quotation, click the [Load to Document] button at the bottom. The information from the quotation will be loaded into the invoice document.

Duplicate Existing Document

If you wish to duplicate an existing document as a new document, you can utilize the Copy and Paste feature in the document list.

1. In the document list, select the document you want to duplicate, then right-click on it.
2. From the popup menu, choose the “Copy” option. A brief notification message “Selected document is copied” will be displayed.
   
3. Next, right-click in the document list again, and select the “Paste” option from the popup menu.
   
4. The document will be duplicated with a new document number assigned.
   

By using these methods, you can efficiently create new documents from existing ones in EasyBilling.

The post How to Create Documents from Existing Documents appeared first on EasyBilling Help Center.