Sales: from quotation to invoice

The Sales app handles the full sales cycle: quotation, sales order, delivery and invoice.

Create and send a quotation

1. Open Sales and click New.
2. Select the Customer. Their address, price list and payment terms are filled in automatically.
3. In Order Lines, click Add a product, choose the product and enter the quantity.
4. Click Send by Email to send the quotation as a PDF, or Preview to see what the customer will see on the portal.

Confirm the order

When the customer agrees, click Confirm. The quotation becomes a sales order. If the products are tracked in stock, a Delivery smart button appears at the top of the order.

Invoice the order

1. Click Create Invoice.
2. Choose Regular invoice, or a Down payment (percentage or fixed amount) if you ask for an advance.
3. Check the draft invoice and click Confirm.

Invoicing policy

Each product has an Invoicing Policy:

• Ordered quantities: you can invoice as soon as the order is confirmed.
• Delivered quantities: you can invoice only what has been delivered.