Sales & Invoicing

Commercial orders, VAT invoices, customer aging, and receivables

3 min read Updated Sep 20, 2026

Overview

What Sales is for

Use Sales for named customers, quotations, orders, deliveries, invoices, credit and receipts. Use POS instead for fast walk-in counter sales.

Overview

Before you start

Confirm customer, product, stock, price, tax and payment settings before issuing live documents.

Customers: Keep legal name, contact and PAN/VAT details accurate.
Products and stock: Confirm items, selling prices and available inventory.
Tax profile: Complete relevant tax settings before taxable invoices.

Overview

Common sales workflow

Not every sale needs every step, but each completed action should represent what happened.

Customer sale

1Customer
2Quotation / Order
3Delivery / Invoice
4Payment
5Accounting

Overview

Manage customer activity

Use the document that matches the commercial event.

Quotations: Propose prices and terms; a quotation is not yet revenue.
Orders and fulfillment: Track customer commitments and delivery progress before invoicing.
Invoices and receipts: Invoice what was supplied and apply the actual customer payment to the open balance.
Credit notes and returns: Correct or reverse from the originating invoice so customer, stock, tax and accounting remain linked.

Overview

What happens next?

Document status determines the operational and financial effect. Review the customer activity timeline when the balance is unclear.

After a quotation: The proposal can be sent, accepted, rejected or converted; it does not itself represent completed revenue.
After an invoice: The invoice enters customer history and, when posted under the configured workflow, affects receivables, revenue, tax and inventory.
After a receipt: The payment moves into the selected financial account and reduces the amount due when correctly allocated.
After a credit note or return: The correction remains linked to the source invoice and updates the supported customer, tax, stock and accounting effects.

Overview

Avoid common mistakes

Check these points before finalizing or correcting a customer document.

Do not record invoiced sales again as Income: The invoice workflow already creates the supported accounting effect.
A quotation is not a completed sale: Convert or continue through the appropriate workflow before treating it as revenue.
Record the real payment: Do not change status to paid without recording where and when money was received.
Verify customer and tax details: Legal name, PAN/VAT, dates and tax treatment flow into customer documents and reports.
Correct from the source: Use linked credit-note, return or reversal behavior instead of unrelated manual records.
Review allocations: A receipt can exist without clearing the intended invoice when allocation is missing or incorrect.

Overview

Need more help?

Start from the customer document and follow its status, delivery and payment history. Contact support before creating a second record to correct an unclear balance.