Open CAPPS

Create a quote or an invoice

Version 2026.11 Reading time: 4 min Permission required: Create and edit

You create a quote or an invoice from Sales Management. Until it is validated, the document stays a draft: you can edit it freely, it saves itself and it has a provisional reference.

Steps

  1. Open the Sales Management menu.

  2. Click Quote, Invoice or Order in the creation bar. On a narrow screen, click New, then choose the document type.

  3. Under Customer Identity, choose Individual or Professional, then search for an Existing Customer (type at least 2 characters) or enter a new customer.

  4. Check the date (Billing Date for an invoice, Creation Date for a quote or an order), the Due Date Term and the Currency.

  5. Under List of items / services, add your lines with Add new item or Add from products / services catalog. Add discounts or withholdings if needed.

  6. Check the result in the PDF preview on the right of the screen. On mobile, switch from Edit to Preview with the buttons at the top of the screen.

  7. When the document is ready, validate it (see Validate an invoice or a quote), or click Back to leave it as a draft.

Automatic saving

There is no “Save” button: the Auto-save label shows that your entries are saved as you go. The draft is only created at the first real entry. While nothing is entered, the preview shows “The preview will appear as soon as you start typing.”.

The Back button saves the current entry before leaving the screen.

Provisional reference and “DRAFT” label

A draft does not get a final number. At the top of the screen, the REFERENCE NO. is followed by the label provisional and the status shows In preparation.

  • A draft reference follows a pattern specific to drafts, for example BR-FAC-00042 for an invoice or BR-DEVIS-00017 for a quote. It cannot be confused with a validated number.
  • The preview and the PDF of a draft show the label DRAFT.
  • The final number is assigned at validation. The document history keeps a record of the original draft reference.

The draft reference pattern is set in the branch settings: see Number your documents.

Delete a draft

On the document screen, click Abandon (delete), then confirm with Confirm in the “Are you sure you want to delete this document?” window.

If a payment or an allocation is already recorded on the document, the button shows a padlock and deletion is refused: hover over the button to see the reason.

What CAPPS refuses

Without the Create and edit permission, the creation buttons do not appear and CAPPS shows “Read only: you do not have permission to create or edit.”. Ask your administrator to add this permission to your profile.

If another user also has the document open, a banner warns you. If the other user saves before you, click Reload document, Continue in read-only mode or Create a copy: your entry stays on the screen.