We use ERPNext for accounting, but there are times when we just need to create a quick professional invoice before entering it into the ERP (for example, a one-off customer request, a quotation, or sharing a draft with a client).
I’m curious how others handle this.
Do you always create it inside ERPNext?
Do you use a separate invoice generator first?
Any workflow that saves time without creating duplicate work?
I’d love to hear how other businesses manage this.
hi there @RobertGudz,
if ERPNext is already your system, I would generally avoid using a separate invoice generator… even for a quick or one-off request, creating the document directly in ERPNext keeps the customer, taxes, payment terms, numbering, and accounting entries consistent…
for your case where the document is only a draft or a quotation, I would suggest you to use a Quotation in ERPNext and share the PDF with the client, then, once confirmed, it can be converted into the Sales Order/Invoice without re-entering the data