Sales & customers
From a quote to money in the bank, with the paperwork your customers and auditors expect.
The selling journey
- OptionalQuotationPrice first, accept or decline.
- OptionalSales orderInternal confirmation the sale is on.
- InvoiceThe official document. Approved, posted, numbered.
- PaymentMoney in, applied to one or more invoices.
- ReceiptProof of payment for the customer.
Informal step, never on reports Goes through review and approval Issued automatically once payment posts
Customers, Suppliers & Products
Customers, suppliers, and the products and services you sell: the shared data every document draws from.
Read guideSales: Invoices & Receipts
Quotation to sales order to invoice to payment to receipt, plus credit notes and customer credits.
Read guideRecurring Transactions
Put invoices, bills, journals, and expenses that repeat on a schedule, without giving up the checks.
Read guide