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Sales - Documents

Updated over 4 months ago

💡 Once you have created a sales order, you can download or send the following documents to the customer.

⇢ Go to Sales – Orders and search for the order.

Download

On the order line, you can download the following documents via the menu icon:

  • Order Confirmation

  • Pro Forma Invoice

Send

On the order line, you can send the following documents to the customer via the orange send icon:

  • Order Confirmation

  • Pro Forma Invoice

💡 To send documents directly from Douano, the email template for sending must be set up in the customer’s language. Follow this 👉 guide to set up email templates.

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