Sales orders from order to invoice

Sales orders record goods a customer has ordered, optionally with an advance payment, before you deliver and invoice them.

Create a sales order

1. Go to Sales / POS > Sales Orders > Create Sales Order.
2. Choose the Customer, the order Date and the Delivery Date.
3. Add each item with its Qty and Unit Price.
4. Enter any Discount and an advance in Paid with its Payment Type.
5. Click Save Sales Order.

Deliver and invoice

1. Go to Sales / POS > Sales Orders > Active Sales Orders.
2. When the goods are ready, open the order's actions menu and choose Generate invoice.
3. The advance is carried into the invoice, so the customer only pays the balance.

Tips

• Use Cancel order from the same menu if the customer changes their mind.
• Sales Orders History shows completed orders, and Cancelled Sales Orders shows cancelled ones.

Still stuck? Open Help & Support (the ? button at the top of any page) and send us a request. We can see which page you were on, so a short description is enough.