During the sales process you can create Quotations then convert them into Invoices.

When an invoice has been confirmed and shipped, you can click 'Convert to Export Docs' where you can then create all shipping documentation required for your export shipments.

Step 1: On the Invoice preview screen, click 'Convert to Export Docs'

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Step 2: Select the shipping documents you want to include for the shipment

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Step 3: Enter the Reference number for the shipment

All data from the invoice will instantly be transferred into the 'Export Docs' section. From here you can complete all shipping documents as required.

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Watch how it works:

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