Creating estimates/invoices for rentals

Once rental is saved, it is very simple to create an estimate or an invoice.

To do this, open the preview of the rental. You can access it in several ways:

  • from the customer record in the Rentals tab
  • from the product record in the Rentals tab
  • from the list of available rentals from the main Rentals menu
  • from the calendar view from the main Rentals menu

In the preview window, click Create document:

You can then choose the type of document you want created and the settings you used on Sellsy:

Your document appears in edit mode.

At this point, you can add additional services, such as city tax or shipping.

Save your document normally. You can then send it to your customer like any document on Sellsy.

This article was helpful?