This procedure allows you to define the subject, type, and notes that will be associated with the document (Invoice, Quote, Proforma, etc.) before its creation.
Procedure
1. Access the Order details page for which you want to generate the document.
2. Go to the Fatture in Cloud section.
3. In the field labeled Oggetto, enter the title you want to assign to the document.
4. In the dropdown menu Tipologia documento, select the type of document you want to generate (for example, Preventivo, Fattura or Proforma).
5. In the Note field, enter any annotations or additional details that should appear on the document.
6. Click on the Genera documento button.
The system will create the document and, if the configuration is complete, will automatically synchronize it with Fatture in Cloud.
