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Operations

Quotations, Invoices & Receipts

Generate normal business documents from record data.

Document types

  • Quotation: a price offer before the customer confirms.
  • Invoice: a payment request or formal sale document.
  • Receipt: proof that payment has been received.

Common actions

  • Generate quotation, invoice, or receipt from detail pages.
  • Download the PDF when needed.
  • Void a document if that action is available to your role.
  • Use workspace document settings for numbering and document behavior if enabled.

Compliance note

JualFlow documents are normal business documents. LHDN e-Invoice integration is not included unless explicitly implemented.

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