How to Create a Work Completion Act Before Creating an Invoice?

To create a deed of work carried out and convert it into an invoice, follow these steps:

Open the list of INTEGRATIONS

You can find modules in two ways. In the account management panel, by selecting the PUZZLE ICON, or in account settings by clicking on INTEGRATIONS.

In the list of integrations, find and INSTALL the ACTS integration
Once the integration is installed, go to ACTS tab
Click the CREATE ACT button
Select the type of DEED OF WORK CARRIED OUT and enter the required information
Select the desired goods or services and assign them as material or work
Click the GENERATE A DEED OF WORK DONE button

After creating the deed of work done, you can convert it into an invoice.

To create an invoice based on the deed of work done, expand the deed of work done row and select CONVERT TO INVOICE
In the opened invoice window, select the series, check the information, and if everything is correct, create the invoice by pressing the CREATE INVOICE button
The work completion act will be in the same document as the invoice, just on a different page

Updated on: 29/08/2024

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