Turn a quote into a sales order

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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.