Billin is a powerful tool that‌ allows you manage your finances efficiently. One of the most useful features of this application is the ability to convert a budget into another type of document, like an invoice or a delivery note. In this article, we will show you Step by Step how to perform this conversion simply and quickly.

Access the budget section

The first step to convert a budget into another document is access the budget section within the ⁤Billin app. Once you have logged into your account, go to the main menu and select the option «Budgets». Here you will find a list of all the budgets you have created so far.

Find the desired budget

Then you must locate the budget that you want to convert⁤ into ⁣another type‍ of document. You can use the function search if you have many budgets on your list, or simply scroll until you find the one you need. Once you've identified the correct budget, click on it to access its detailed view.

Select the ⁤conversion option

Within the ⁣detailed view⁢ of the budget, look for the option "Turn into". This option is usually found at the top right of the screen, next to other actions such as editing or deleting the budget. Clicking "Turn into", a menu will be displayed with the different types of documents available for conversion.

Choose the type of⁢ document

From the drop-down menu, select the document type what you want to convert your budget into. The most common options are usually bill, delivery note o order. Choose the option that best suits your needs and click on it to continue with the conversion process.

Review and adjust details

Before completing⁤ the conversion, it is important that review and adjust the details ⁢ of the new document. Billin will automatically transfer the budget information to the new format, but you may need to make some minor adjustments. Verify that all data, such as imported, descriptions and impuestos, are correct and make the necessary modifications.

Confirm conversion

Once you have reviewed and adjusted all the details of the new document, all that is left is confirm the conversion. Click the ⁣ button "Turn into" o "Save" to finish the process. Billin will automatically create the new document based on the original quote, keeping all relevant information.

Converting a budget into another type of document with Billin is a simple task that you can do in just a few steps. This functionality saves you time and effort by allowing you reuse‌ the⁢ information of an existing budget at other stages of the billing process. Make the most of this tool to optimize your workflow and keep your finances organized efficiently.