This guide shows you how to select and generate a new fiscal document (Invoice, Receipt, Proforma, etc.) within the Fattura24 section of an order.
Step-by-step procedure
If you are on an order page and no fiscal document has been generated yet, you will see the fields necessary for creation.
1. Enter the Subject
Locate the field labeled Subject and enter a descriptive title for the document (for example, "Sale of Service X" or "Order #123").
2. Select the Document Type
Click on the dropdown menu under the label Document Type.
3. Choose the Type
Select the type of document you want to generate from the available options:
- Receipt
- Invoice
- Electronic Invoice
- Proforma
4. Generate the Document
Click the Generate document button (also identified by the Fattura24 icon) to create the fiscal document.
Once generation is complete, the system will show you options to send or download the document.
