Convert a Quote into a Delivery Note or Invoice
After creating a quote, you can create a matching delivery note or invoice directly and import the booking line items with a single click.
Once a quote has been sent, you can create a matching delivery note or invoice in Univents without re-entering all line items. The booking positions from the event can be imported directly into the new document.
Create a new document
- Open the desired event and switch to the Documents tab.
- Click Document (top right).
- In the Create new document dialog, select either Delivery Note or Invoice from the dropdown.
- Click Create — the editor opens immediately.
You can also access all documents across all events via the Finance Documents section in the main navigation.
Import booking line items
Inside the editor there is a collapsible section called Unassigned bookings. It shows all positions from the event's bookings that have not yet been used in any delivery note or invoice.
- Click Add to import a single line item.
- Click Add all to import all open booking positions at once.
The positions then appear directly in the line-item table of the new document.
Send the document
Once all positions are correct, two options are available at the bottom of the editor:
- Save as draft — saves the document without sending it; status remains Draft.
- Save and send — sends the document to the customer by email; status changes to Sent.
After sending, you can continue managing the status via the Status Actions section — for example, marking an invoice Mark as paid or a delivery note Mark as signed.
Understanding status transitions
The current status of a document determines which actions are available:
| Document | Status | Available actions |
|---|---|---|
| Quote | Sent | Accept, Decline, Cancel |
| Quote | Accepted | Cancel |
| Invoice | Sent | Mark as paid, Mark as overdue, Cancel |
| Delivery Note | Sent | Mark as signed |
A cancelled document (Cancelled) cannot be restored — this action requires confirmation.
Tips
- Multiple documents per event: You can create as many delivery notes and invoices as needed for a single event. The Unassigned bookings section always shows only the positions that have not yet been assigned to any document.
- Invoice fields: For an invoice, you can fill in additional fields such as Due date, Cash discount days, and Cash discount percent directly in the editor under the Invoice fields section.