Sale Orders
Create sale orders (quotations/proforma invoices) before converting to invoices.
1 min readUpdated 2025-12-01
Creating a Sale Order
Sale Orders (also known as quotations or proforma invoices) let you provide estimates before committing to a sale:
- 1Go to Sales > Sale Orders from the sidebar
- 2Click 'Create Sale Order'
- 3Select the customer
- 4Add products and services with quantities and pricing
- 5Set an expiry date for the quotation
- 6Add terms and conditions
- 7Click 'Save'
Converting to Invoice
When a customer accepts a sale order, you can convert it directly to an invoice with one click. The 'Convert to Invoice' button on the sale order detail page creates a new invoice pre-filled with all the sale order details.
Tip:Sale orders don't affect inventory or accounting until they are converted to invoices.