This guide is in English for now. The tool itself works in your language.
My data › Help › Businesses, parties and items
Every saved document in one list
The Documents section lists everything saved in this browser by every tool: invoices, quotations, receipts, notes, salary slips, expenses and more, newest first.
Step by step
- Open Documents. In My data choose Documents.
- Search. By number or name.
- Open it. Each line names the tool that made it, for example Billing › or Quotation ›; click it to open the document there to print, copy or mark paid.
- Changes and Delete. Changes shows its edit history. Delete moves it to the Recycle bin.
- Export. Export CSV or Registers in Excel.
Worked example
A customer asks for a copy of QT/26-27/S01. Search "S01", press Quotation ›, then Print / PDF in the quotation maker.
Common mistakes and how to fix them
- Deleted by mistake. Open Recycle bin and restore it.
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