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Can I convert documents into other documents?


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Can I convert documents into other documents?

Yes, it is possible. This is one of the great functionalities of Moloni and gives the possibility to convert certain documents into others, for example, convert an invoice into an invoice collection, taking all the associated data of the same.

Follow the next steps:

1. In the document you want to convert, click on the three dots in the list of documents.

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2. Click on Convert document.

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3. This new window presents you with the types of documents available for conversion. Select the document you want.

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Only finished documents can be converted and not all documents can be converted into other documents. 4. The new document contains the data of the original document.

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It is possible to change any data in the document to be created, e.g. delete a product or change quantities or even change payment details and so on. 5. Click Save and finish to create the new document.

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Read more about the reconciliation process in this Guide. 

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