There are several ways to create a document for a customer in Akti. The 3 main ones are described below.
1. Go to the Accounts & Contacts submenu of the CRM module. Select a customer from the list of accounts and click on Add to quickly create a document for this account.
2. Also by using Add "Quick add" you can quickly create a document for a customer. Here you need to select the customer account afterwards though.
3. Finally, it's also possible to create documents for customers from within the different modules of Akti. For example, you can create an invoice for a customer from the Sales Invoices submenu of the Invoicing module. Go to the Invoices tab and then click on Add to create a new invoice. Once again you need to select the account afterwards.
