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Moloni offers a tool that allows you to automatically generate a new document, from one already created. For example, create a budget and then automatically create an invoice.

Afterwards, you can print the document and send it by email.

Follow these steps:

1. Create a new document, in example a budget. Go to the menu Movements > Other Documents > Budgets .

2. Click Create.

3. Fill in the document and click Save and Finish .

4. This document can be converted in an invoice, a simplified invoice, pro forma invoice, bill of lading and purchase order. Go to the 3 dots and chose Convert document.

5. Chose and click Invoice, you will be redirected to a new document that contains the data that belong to the budget having the possibility of being altered. Finally, click Save and finish the document.

6. Now, the invoice can be printed, on the 3 dots choose Create PDF, and the document will be exported to PDF and will be ready for printing.

7. On the other hand, it can be sent by email to all customers and suppliers. Go to the 3 dots and choose Send by email .

8. A window will appear with some fields that have to be filled in order to be able to be sent by email. Click Send.

To know more about how to send documents by email, consult this guide.