Help · Sales
Sales orders in SwiftlyBooks
Orders customers have confirmed, invoiced in full or in parts as the goods go out. An order posts nothing to the books.
Take an order
- Press New sales order, choose the customer and add the lines.
- Or press Sales order on a quote: the order copies its lines and prices.
- Set Wanted by if the customer named a day.
- Press Approve to give it its number, such as SO-HO-000001.
Invoice it
- Press Make invoice on the order. Each line shows what is still to go.
- To invoice part of it, change This time on the lines, then press Make it.
- Check the draft invoice and approve it. The order shows Part invoiced until every line has gone.
Good to know
- Nothing reaches the books until the order's invoice is approved.
- Deleting a draft invoice made from an order puts its quantities back on the order.
- Each branch numbers its own orders.
Related
The same help is in the app: press the ? at the top of any page.