Turn a quote into a sales order
Turn an approved quote into a sales order with its invoice, then record the first payment.
What you will learn
- Create the order
- Under More, in Revenue, open Sales orders and click New order. Only the account is required. Add the quote's products, with the quoted price where it differs from the catalog price.
- Terms and invoice
- Set the payment terms, such as 30% up front and 70% on delivery, the trade terms and the delivery date. Create invoice makes the invoice along with the order.
- Payments
- Under Payments, click Add payment and the remaining balance goes down right away. Download the invoice and packing list as PDFs, or send a payment link if Stripe is connected.
Catalog to order
5 lessonsApprox. 10 min
Your progress0%
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