Create & fulfil

Create and send an order

Prepare line items, customer details, tax and delivery information.

1 min readUpdated
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Step by step

  1. Open Orders and choose Create order.
  2. Select the Customer and review Order date, Due date and Ship from.
  3. Add line items, quantities, prices and tax. For a service, review any materials and whether they are billed separately.
  4. Add delivery details and notes as needed.
  5. Choose Save or Save & send, then check the saved document and its status.

Good to know

A register sale, order, invoice and receipt share one number and history in the sales ledger. They are not independent sales to enter again.

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