Finance

Quotes, invoices, contracts, products and templates.

9 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 and how to create, edit, and use them through the central Templates Hub.Financial Documents: Quotes, Invoices & Delivery NotesCreate, edit, send, and manage the status of quotes, invoices, and delivery notes directly within an event.Financial Line Item Templates: Create & UseAfter reading this article you'll be able to create reusable line item templates and insert them into financial documents 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?In Univents you can configure the automatic number sequences for your financial documents and control the pricing condition defaults for your entire team under Settings > Documents.How do I get started with quote templates?After reading this, you'll be able to create line-item templates and insert them directly when building quotes, invoices, and delivery notes.