Creating a pdf document from a sales invoice

This documentation will guide you through the process of creating a pdf document from a sales invoice.

Requeriments

To carry out this user guide, you must have the following sections configured:

• Innova Online setup: You must filled Customer id. (Innova Online setup).
• eSign ePDF setup: You must have the solution configured as indicated in the section eSign ePDF setup (eSign ePDF setup) or completed the Install wizard (Install wizard).
• Customer: You should configure the customers to generate ePDF documents (Customer).

Process

Once the system is configured to generate pdf documents, the process to follow is detailed.

Create sales invoice

Create a sales invoice with a customer who has ePDF document creation set up.

Register sales invoice and access to posted sales invoice to generate ePDF document

Once the sales invoice has been posted and you access the posted sales invoice, you can generate the ePDF document from the action Actions > eSign ePDF > Generate document.

Warning

In Demo companies, the creation of the ePDF document is made from the posted sales invoice, while in the other companies it is created automatically when you post the sales invoice.

Report generated from the sales invoice

A Report (Reports) has been generated when the previous action is executed. This report has the field Report id. configured in eSign ePDF setup (eSign ePDF setup) and the sales invoice filter.

A report entry (Reports) has been created too with the signed pdf file.

After the process is complete, from the sales invoice you can check the associated report entry and execute all available actions.

Languages

This document is available in these languages:

• (Spanish)
• (English)