Transform and convert a document

Included in the base plan: business documents are included in the FatturaSmart base plan at no extra cost.

A business document rarely stands alone: an accepted quote becomes an order, an order generates a delivery note, and in the end everything turns into an invoice. FatturaSmart automates these steps while keeping the documents linked, so you never re-enter anything.

The Possible Transformations

Each document type can only be transformed into certain follow-on documents:

Converting to an Invoice

When the document becomes final, you turn it into an electronic invoice (which is then sent to SDI).

Step 1: Open the document

Open the quote, order, delivery note or service report you want to invoice.

Step 2: Convert to Invoice

In the document toolbar, click Convert to Invoice.

Step 3: Confirm

In the confirmation dialog, review the Items to convert and click Convert. FatturaSmart creates an invoice with the same lines and takes you straight to the invoice edit page, ready to send.

The source document stays linked to the invoice and is marked Converted (or Partially converted if you only invoiced part of it).

Transforming into Another Document

To move from one type to another (for example from quote to order, or from order to DDT):

Step 1: Open the document and click Transform

In the toolbar, click Transform into… and choose the target type from the allowed options.

Step 2: Review the preview and save

FatturaSmart generates a preview of the new document carrying over the customer and lines. Check the data and save: the new document is created and linked to the original, which will show a Transformed into marker.

Generating an Invoice from Multiple Documents (Deferred Invoice)

You can group several documents from the same customer into a single invoice — handy for deferred invoicing (e.g. all the delivery notes of the month).

Step 1: Select the documents

From the list, select two or more documents from the same customer. They must be in Sent or Accepted status to be invoiced together.

If you select documents from different customers, the action stays disabled with a message inviting you to select documents from the same customer.

Step 2: Generate invoice

Click Generate invoice. In the dialog you can set the invoice date and enable Group identical items, which merges lines with the same description by summing their quantities.

Step 3: Confirm

Confirm with Generate invoice: FatturaSmart creates a single deferred invoice from all the selected documents.

Next Steps

• Create quotes, proformas, delivery notes and orders – the starting point
• Product lines and financial settings – withholding tax, surcharge, fund and payments

Need help?

Reach us on WhatsApp by clicking the icon in the bottom right, or email support@fatturasmart.com.