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Sales
Customers, quotations, sales orders, deliveries, invoices and credit notes — from the first quote to getting paid, and taking goods back.
7 guides
Customers
Adding the people you sell to, and keeping their details up to date.
Quotations
Quoting a price, sending it out, and turning an accepted quote into an order.
Sales Invoices
Billing a customer, and everything you can do with an invoice once it exists.
From quotation to money in the bank
The whole sales journey, and the two different routes through the middle of it.
Deliver first, bill later
Sending goods out against an order, then putting several deliveries on one invoice.
Bill first, deliver later
Invoicing an order in parts, and sending the goods out afterwards.
Taking goods back and crediting a customer
Returns, cancellations and credit notes — and when each one is the right answer.