Sales
Quotations, orders, VAT invoices, payments, returns and the POS counter
What Sales is for
Use Sales for named customers, quotations, orders, deliveries, invoices, credit and receipts. For fast walk-in sales, use the POS counter, which is part of Sales (Business Pro or the POS add-on).
Set up Sales first
Confirm customer, product, stock, price, tax and payment settings before issuing live documents.
Common sales workflow
Not every sale needs every step, but each completed action should represent what happened.
- 1Customer
- 2Quotation / Order
- 3Delivery / Invoice
- 4Payment
- 5Accounting
Manage customer activity
Use the document that matches the commercial event.
- Quotations
Propose prices and terms; a quotation is not yet revenue.
Open ↗ - Orders and fulfillment
Track customer commitments and delivery progress before invoicing.
Open ↗ - Invoices and receipts
Invoice what was supplied and apply the actual customer payment to the open balance.
Open ↗ - Credit notes and returns
Correct or reverse from the originating invoice so customer, stock, tax and accounting remain linked.
Open ↗
What each sales document records
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.
Common sales 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.
Troubleshooting customer balances
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.
Still stuck? Contact support