Create quotes, proformas, delivery notes and orders
Included in the base plan: business documents are included in the FatturaSmart base plan at no extra cost.
With FatturaSmart you manage every document that comes before or alongside an invoice. The editor is the same: you pick the document type and fill in lines and details just like an invoice, but without sending it to the Exchange System (SDI).
The Document Types
| Type | When to use it |
|---|---|
| Quote | A price proposal sent to the customer before the sale |
| Proforma | A document that previews the amount of the future invoice, with no fiscal value |
| Delivery note (DDT) | Accompanies goods during transport |
| Sales order | Confirmation of an order received from the customer |
| Service report | Records the services and work carried out |
There’s also the Supplier order, a purchase document towards your suppliers (see Low-stock alerts for reordering: the Reorder button pre-fills a draft purchase order that you review and save).
Creating a Document
Step 1: Open the documents section
Go to Quotes, Proformas & Delivery Notes and click Create the first document (or the button to create a new document).
Step 2: Choose the type
At the top, select the type with the selector buttons (Quote, Proforma, DDT, Sales order, Service report). The default type is Quote.
Step 3: Set the customer
Click Set customer and pick the recipient from your registry. For a Supplier order, the counterparty is a supplier instead.
Step 4: Add the lines
Add the document lines with description, quantity and price. You can use products from your registry or free-text lines. For advanced options (withholding tax, INPS surcharge, fund, payment terms) see Product lines and financial settings.
Step 5 (DDT only): Fill in the transport data
When you select the DDT type, the Transport section appears, where you can enter:
- Transport reason (e.g. “Sale of goods”)
- Number of packages
- Weight
A DDT can also be issued without prices: turn off the relevant option to hide the amounts on the delivery note.
Step 6: Save
Click Save. The document is created and opens in edit mode, ready to be sent, printed or transformed.
Finding Your Documents
All documents appear in the list under Quotes, Proformas & Delivery Notes. Use the pill tabs at the top to filter by type (Quotes, Sales orders, DDTs, etc.) and quickly find what you’re after.
Next Steps
- Transform and convert a document – from quote to invoice, merge DDTs and more
- Product lines and financial settings – withholding tax, surcharge, fund, payments
- Validity and expiry reminders – manage quote expiry
Need help?
Reach us on WhatsApp by clicking the icon in the bottom right, or email support@fatturasmart.com.
Frequently Asked Questions
Are business documents sent to SDI?
No. Quotes, proformas, orders and delivery notes are not transmitted to the Exchange System: only the invoice generated after conversion is sent to SDI.
Can I issue a delivery note without prices?
Yes. Selecting the DDT type shows the Transport section: you can turn off the prices option to hide amounts on the delivery note.
How do I find a document I already created?
In the list under Quotes, Proformas & Delivery Notes, using the pill tabs at the top to filter by type.
