Sales Guide

Use Sales for quotations, sales orders, invoices, credit notes, customer statements, and payment allocation.

Daily workflow

1. Create or select a customer.
2. Add invoice lines and confirm tax treatment.
3. Save as draft for review or issue immediately.
4. Send the PDF by email or share through the customer portal.
5. Record payments and allocate them against open invoices.

Controls

• Issued invoices cannot be silently edited; use credit notes or cancellation flows.
• Customer balances are recalculated after invoice, payment, and credit note posting.
• E-invoicing providers can block issuing until local compliance validation succeeds.