Sales

Documents and clients

Sales contains your organization's outgoing documents. Create invoices, quotes, credit and debit notes, and work with clients and the item catalog. Your first invoice walks through the form.

Choose a period and use search and client or status filters. Check active filters if a document seems missing. From Pro, import documents already issued in another system; supplier invoices belong in Purchases.

Application view with sample dataEnlarge

The sales list: documents, clients, amounts and statuses.

Scroll the image if needed. Escape closes the preview.

From draft to issued document

A draft is for preparation and review. On issue, the document receives a number from the selected series. Check the recipient, line items, currency, language and totals first.

From the document, you can download a PDF, send an email and record payment. Delivery and payment are separate: a sent invoice may still be unpaid.

Quotes and adjustments

• Quote: send the proposal and track the response. When creating an invoice from it, review the details again.
• Credit or debit note: link it to the original invoice and enter the reason for the adjustment.
• Cancellation: use the available action for the document's state. A cancelled number is not reused. Active linked notes may prevent cancellation of the invoice.

Recurring invoices

Pro and above support recurring invoice templates. Set the client, line items, frequency, start date and email options. Check the first generated document. If the agreement changes, update or stop the template so it does not keep issuing under the old terms.

Imports and catalog

Importing issued documents is available from Pro. When importing, review the recognized number, date, client and amounts. Keep the original numbering and check for a duplicate before confirming. Importing is not a way to issue an existing invoice again.

The item catalog saves you from repeatedly entering descriptions and prices. Check the values in the actual document even when using a saved item.

Downloads and reports

Download document PDFs from the list or preview. CSV and Excel data exports are available from Business. See Analytics for client and period reports, and Reminders for automatic overdue emails.