Create & Edit Documents

The document editor creates invoices, offers, order confirmations, delivery notes, and recurring invoices. Credit notes, cancellations, and reminders are created as follow-up actions from a suitable source document. Advanced document types are Premium features.

Document content

Depending on the document type, you edit the sender profile, template, recipient, line items, texts, payment details, additional data, attachments, and references. E-invoice formats are available only for supported invoice and correction types; offers, order confirmations, and delivery notes are not generated as e-invoices.

Save, preview, create, and finalize

A new document starts as a draft. Save stores the editable draft but does not create a PDF or XML file. Preview shows the design and output options without producing the final file. Create generates the selected file. Finalize is a separate step afterwards: it locks the document number and applies the target status for that document type. If automatic status changes are enabled in Settings, Billance shows the target status before creation and applies it only after the file has been created successfully. Generated PDF or XML files can be opened, shared or sent, and validated where supported.

Follow-up actions and document chain

Matching actions transfer data into a new draft and link predecessor and successor. Examples include offer → order confirmation/invoice, order confirmation → delivery note/invoice, delivery note → invoice, and invoice → credit note, cancellation, reminder, or delivery note. Billance opens an existing active successor of the same type instead of silently creating a duplicate.

Templates

Billance prefers the default template selected for the document type. Suitable drafts can be saved as templates and reused later. Converter results are transferred into a new invoice draft.