Sales
From the quotation to your customer to a paid invoice: quotations, orders, deliveries, invoices and payment receipts.
Document flow
- Quotation
- Order
- Delivery
- Invoice
- Payment receipt
Tutorials
Create a quotation and a sales order
A quotation for your customer, then a numbered SO sales order ready to deliver.
4 steps
Deliver the order
The goods sent to your customer are recorded against their order, in full or in part.
3 steps
Create and send a sales invoice
A numbered INV sales invoice sent to your customer, with its document link.
3 steps
Record a customer payment
The customer's payment is recorded and allocated to their invoices, in full or in part.
3 steps
Something still unclear?
Ask us on WhatsApp. The Finday team replies during office hours and can walk you through it in your own account.