Finance

Quotes, invoices, contracts, products and templates.

11 articles

Convert a Quote into a Delivery Note or InvoiceAfter creating a quote, you can create a matching delivery note or invoice directly and import the booking line items with a single click.Working with Templates in UniventsAfter reading this guide you will know which template types exist in Univents, how the central Templates Hub organizes them, and where to create item templates, finance document templates, and layouts in detail.Setting document numbers & pricing conditionsUnder Settings > Finance Documents you set the prefixes for your quote, invoice, delivery note, and credit note numbers, and control how the pricing condition popup is pre-filled for your entire team when adding line items.Financial Documents: Quotes, Invoices & Delivery NotesCreate, edit, send, and manage the status of quotes, invoices, and delivery notes directly within an event.Finance Document Templates: Create & UseAfter reading this article you'll be able to save a complete quote, invoice, or delivery note — including due date, clerk, and layout — as a finance document template and apply it to new documents with a single click.Item Templates: Create & InsertAfter reading this article you'll be able to save recurring positions as an item template and insert them into any quote, invoice, or delivery note with a single click.Creating & configuring productsYou know how to create new products of every type in the inventory, set prices, link categories and availability, and configure products for automations.Creating contract templatesAfter reading this, you'll be able to create, rename, and delete contract templates, and select a template when creating a new contract.Create, manage & sign contractsAfter reading this, you'll be able to create contracts, edit them, track versions, and invite recipients to sign electronically via eIDAS-compliant signature.How do I create layouts for financial documents?Layouts for financial documents: build a Word template with placeholders (including downloadable templates and the complete placeholder reference), design colors and borders, and assign the layout to a quote or invoice.How do I get started with quote & invoice templates?After reading this, you'll know whether you need an item template or a finance document template, and where to find the detail article for the next step.