> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/documents.md).

# Documents

Every quote, order, and invoice you send has to match what you agreed with your client, and what you buy has to match what you sold. In OrderEazi Central, you create documents from a project, so each one uses the project's client, lines, and prices. The documents stay on the project, so you can preview, download, credit, or void them later.

### Before you start

You'll need the **Create Documents** permission, in the **Projects** permission group. Your project's workflow also decides which documents you can create, when they unlock, and who can create each one. Your administrator sets this on the workflow's **Documents** tab in the [Workflow Manager](/central/order-management/settings/workflow-manager.md).

### How to create a document

1. At the bottom of the project, select **Create Documents**.
2. Find the document in the list.
3. Select **Create** next to it.

Each document has its own screen, where you choose what shows on the document and whether to email it. The document pages explain each one.

### What you see in Create Documents

Next to each document, a label tells you whether you can create it:

* **Create:** You can create it now.
* **Resend / Recreate:** You've created it before and can send it again or make a new version.
* **Partially Created:** Some of the project's lines are on this document type, and some aren't yet.
* **Completed:** Every line is already on this document type.
* **Pending Order Approval / Pending Sales Order:** You need to approve the order or create the sales order first.
* **Pending** and a reason: The document is locked until a workflow step is done, for example "Pending Unlocks when any of:" followed by the step names.
* **Awaiting sync:** The document is waiting to sync to your accounting system.
* **Pending Warehouse Actions:** With an Enterprise licence, the warehouse creates this document, such as a goods received voucher or delivery note.

If a line's markup or margin is outside your allowed range, OrderEazi warns you before the document screen opens.

### The Documents tab

Select the **Documents** tab on the project to see every document on it. Each row shows the document number, when it was created, and what it's linked to. Badges show when a document has **Synced** to your accounting system, or has been **Fully Credited**, **Partially Credited**, **Fully Returned**, or **Partially Returned**. A voided document shows in red.

Open the menu on a row to:

* **Preview:** See the document in your browser.
* **Download PDF / Download XLS:** Save the document as a PDF or spreadsheet.
* **Copy Quote:** Copy a quote's lines into a new project. Quotes only.
* **Credit:** Create a credit note for a tax invoice. See [Credit notes](/central/order-management/documents/credits-returns-and-voids/credit-notes.md).
* **Return:** Create a supplier return for a supplier invoice. See [Supplier returns](/central/order-management/documents/credits-returns-and-voids/supplier-returns.md).

To cancel documents you no longer need, see [Voiding documents](/central/order-management/documents/credits-returns-and-voids/voiding-documents.md).

**Example:** A client wants the same 20 chairs they ordered last year. You open last year's project, open the menu on its quote, and select **Copy Quote**. You see "Project" followed by the new project's number, with the same lines ready to quote again.

### Types of document

* [**Sales documents**](/central/order-management/documents/sales-documents.md)**:** Proposals, quotes, sales orders, proforma invoices, and tax invoices for your client.
* **Purchasing documents:** Purchase orders to your suppliers, goods received vouchers, and supplier invoices.
* **Delivery documents:** Delivery notes and collection notes.
* [**Credits, returns, and voids**](/central/order-management/documents/credits-returns-and-voids.md)**:** Credit notes, supplier returns, and voiding documents.

### Related pages

* [Sales documents](/central/order-management/documents/sales-documents.md): from proposal to tax invoice
* [Document Languages](/central/order-management/documents/document-languages.md): create documents in another language
* [New Project](/central/order-management/projects/new-project.md): add the lines your documents are made from