Orders
Create order confirmations from quotes or directly, change them and turn them into invoices.
An order confirmation records what you deliver for the customer. You can find it under Accounting → Documents in the document list (filter ‘Orders’).
‘Finance’ permission (View) and project access. Issuing requires ‘Issue documents’.
How an order arises
- From a quote: As soon as you record the acceptance or the customer accepts online, the system creates an order draft. The quote shows the note ‘Offer accepted’ with a button to the order.
- Directly: Choose New document → Order confirmation.
Edit and issue an order
The editor matches that of the quote (see Quotes). In addition, there are Service date / start and Service period until (optional). Check the line items carried over, save the draft and issue it with Issue … (if approval is required, Approve first). The order also gets a document number and an unchangeable PDF/A in the process. With Send by email … you can send it to the customer.
Change an order
Once an order is issued, change it via Change order (new version). A new draft is created. The previous version then counts as superseded.
Create an invoice
In the issued order, click Create invoice. The system creates an invoice draft with the order’s line items. How to continue is described under Invoices. You choose down-payment, instalment and final invoices there via the invoice type.
In the document overview, order value, invoiced amount and paid amount are separate metrics. An accepted order is not yet revenue.