Documentation

SoPasst Documentation

A practical guide for both business users and technical teams: setup, workflow, billing, and support with a production-safe structure.

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Documents

Choose the right document type

Use a quote before a customer accepts an offer, an order for an agreed request, a delivery note for goods delivered and an invoice for the amount due. Other available document types serve their own purpose; select the type that matches the actual event.

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Documents

Create and issue invoices

Open Documents, choose Invoice and use the visible create action. Merely opening the list does not create a draft.

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Documents

Credit notes and cancellations

An issued document is immutable. Check the original invoice and identify exactly what must be reversed or credited. Preserve its number, PDF and audit history.

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Documents

Set up recurring invoices

Recurring invoices suit an ongoing agreement with a predictable interval. Confirm that the customer, service, price, tax treatment and start date remain valid.

1 min readOpen guide