Quotes, orders & invoices
The selling paper trail: a quotation becomes an order, an order becomes a GST invoice, and a return becomes a credit note.
In the app: the Sales menu.
| Menu item | What you do there | Guide |
|---|---|---|
| Quotations | Send a priced quotation or proforma invoice, and convert it to an order or invoice when accepted. | Quotations |
| Sale Orders | Book confirmed orders, take advances, reserve stock, and hand off to invoicing. | Sale Orders |
| Sale Invoices | The GST invoice itself — create, print, cancel, and bulk-print. | Sale Invoices |
| Returns & Credit Notes | Take goods back against an invoice — restock and issue the GST credit note. | Returns & Credit Notes |
info
Menu items appear only when your role has view permission on them and the module is switched on for your business. Administrators manage both under Admin Console.