Help · Sales
How to work with a sales document
Open any sales document to print, email, record payment, convert or cancel it.
Who can do this: Everyone in your organisation who has access to this app.
Steps
Step by step
- Open the document from its list.
- Email: enter the recipient and an optional message — the PDF is attached automatically. Click Send.
- PDF: download or print.
- Record payment (invoices): opens the payment form already linked to the invoice.
- Convert: e.g. Convert to invoice, Create delivery challan, Create credit note.
- More → Cancel document (submitted) or Delete draft (drafts). Accounting entries and history are shown at the bottom.
Related guides
Need a hand?
WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.
Contact support