Getting Started

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Invoices

Invoices issued

In this menu, you will find a list of the invoices that were generated in this system from quotes via the Kontozz system.

To generate an invoice from a quote, you must first link your CRM to your Kontozz profile. You can do this by clicking the Settings button in the upper-right corner.

Here, you need to enter the following information:

  • API key: Enter the API key found in the Integrations menu of the Kontozz system. Learn more: Managing integrations

  • Invoice Book ID: Enter the ID of the invoice book you want to use to generate invoice numbers. Learn more: Managing Invoice Books

If all the information has been entered correctly, you can generate an invoice from the quote after saving it.

The following image shows a completed invoice:

During these operations, we have the following options:

  • View an invoice in the Kontozz system

  • Download invoice as a PDF

  • Delete

Example of an invoice issued through the system: