Sales
From quotation to invoice: creation, conversion, PDF and sending — pushed to Sage in real time.
Articles in this module
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1
The sales cycle and document typespublic
The eight sales document types, how they chain together, and which are created manually or by conversion.
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2
Creating a quotation
Step-by-step entry: customer, lines, discounts, currency, free fields, then sending to Sage.
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3
Converting a document
Quotation to order, order to delivery, delivery to invoice — and what conversion consumes.
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4
PDF, templates and sending
Generating a document PDF, choosing its template, sending it by email or sharing it by link.